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New England Investment & Retirement Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

New England Investment & Retirement Group’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-28,538
Closed -$2.48M – 63
2014
Q3 		$2.48M Sell
28,538
-225
-0.8% -$21K 1.11% 24
2014
Q2 		$2.67M Buy
+28,763
New +$2.64M 1.45% 19

Other funds holding IEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

New England Investment & Retirement Group's IEO Position: Q4 2014 in Review

New England Investment & Retirement Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2014, closing a stake of 28,538 shares — an estimated $2.48M sold.

New England Investment & Retirement Group first reported a position in IEO in Q2 2014 and held it in 2 quarters. The position peaked at $2.67M in Q2 2014. 97 funds tracked by Wall St. Rank hold IEO as of Q4 2014.

  • New England Investment & Retirement Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
  • New England Investment & Retirement Group sold 28,538 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2014, an estimated $2.48M.
  • New England Investment & Retirement Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 2 quarters.
  • New England Investment & Retirement Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.67M in Q2 2014.
  • 97 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2014.

Based on New England Investment & Retirement Group's 13F filing for Q4 2014, filed 22 Jan 2015.