NFG
IEZ icon

Next Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-147
Closed -$3K – 2245
2019
Q4 		$3K Buy
147
+25
+20% +$450 ﹤0.01% 2083
2019
Q3 		$2K Hold
122
– – ﹤0.01% 2112
2019
Q2 		$3K Hold
122
– – ﹤0.01% 2017
2019
Q1 		$3K Hold
122
– – ﹤0.01% 1375
2018
Q4 		$2K Sell
122
-250
-67% -$7.05K ﹤0.01% 1741
2018
Q3 		$13K Buy
+372
New +$13.2K 0.01% 917
2017
Q4 		– Sell
-1,276
Closed -$43K – 776
2017
Q3 		$43K Buy
1,276
+56
+5% +$1.84K 0.01% 737
2017
Q2 		$41K Sell
1,220
-151
-11% -$5.62K 0.01% 841
2017
Q1 		$52K Sell
1,371
-792
-37% -$35.2K 0.01% 711
2016
Q4 		$98K Sell
2,163
-347
-14% -$14.6K 0.02% 691
2016
Q3 		$99K Buy
2,510
+991
+65% +$37.5K 0.02% 671
2016
Q2 		$58K Sell
1,519
-147
-9% -$5.52K 0.02% 610
2016
Q1 		$59K Sell
1,666
-300
-15% -$9.87K 0.02% 571
2015
Q4 		$70K Sell
1,966
-150
-7% -$5.93K 0.03% 533
2015
Q3 		$76K Buy
2,116
+1,600
+310% +$66.5K 0.03% 514
2015
Q2 		$24K Buy
516
+250
+94% +$12.8K 0.01% 930
2015
Q1 		$12K Hold
266
– – ﹤0.01% 1174
2014
Q4 		$13K Sell
266
-100
-27% -$5.62K ﹤0.01% 1145
2014
Q3 		$24K Buy
+366
New +$26.6K ﹤0.01% 1305

Other funds holding IEZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's IEZ Position: Q1 2020 in Review

Next Financial Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2020, closing a stake of 147 shares — an estimated $3K sold.

Next Financial Group first reported a position in IEZ in Q3 2014 and held it in 19 quarters. The position peaked at $99K in Q3 2016. 38 funds tracked by Wall St. Rank hold IEZ as of Q1 2020.

  • Next Financial Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 147 iShares US Oil Equipment & Services ETF shares in Q1 2020, an estimated $3K.
  • Next Financial Group first reported a position in iShares US Oil Equipment & Services ETF in Q3 2014 and held it in 19 quarters.
  • Next Financial Group's iShares US Oil Equipment & Services ETF position peaked at $99K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.