NEXT Financial Holdings’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$3K	Buy	+122	New	+$3K	﹤0.01%	1375

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

NEXT Financial Holdings's IEZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2019: 122 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

70 funds tracked by Wall St. Rank hold IEZ as of Q1 2019.

NEXT Financial Holdings held 122 shares of iShares US Oil Equipment & Services ETF worth $3K as of Q1 2019.
iShares US Oil Equipment & Services ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1375 holding.
70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.