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New England Securities’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

New England Securities’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4K Hold
90
– – ﹤0.01% 1330
2014
Q3 		$6K Sell
90
-92
-51% -$6.68K ﹤0.01% 1227
2014
Q2 		$14K Sell
182
-77
-30% -$5.49K ﹤0.01% 1019
2014
Q1 		$18K Sell
259
-130
-33% -$8.35K 0.01% 892
2013
Q4 		$25K Buy
389
+27
+7% +$1.75K 0.01% 757
2013
Q3 		$23K Sell
362
-152
-30% -$9.25K 0.01% 729
2013
Q2 		$29K Buy
+514
New +$29.4K 0.02% 572

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

New England Securities's IEZ Position: Q4 2014 in Review

New England Securities held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q4 2014 at 90 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

New England Securities first reported a position in IEZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2013. 109 funds tracked by Wall St. Rank hold IEZ as of Q4 2014.

  • New England Securities held 90 shares of iShares US Oil Equipment & Services ETF worth $4K as of Q4 2014.
  • New England Securities left its iShares US Oil Equipment & Services ETF share count unchanged in Q4 2014.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1330 holding.
  • New England Securities first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's iShares US Oil Equipment & Services ETF position peaked at $29K in Q2 2013.
  • 109 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.