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Optimum Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$15K Buy
202
+1
+0.5% +$72 ﹤0.01% 744
2014
Q4 		$14K Sell
201
-200
-50% -$15.3K ﹤0.01% 793
2014
Q3 		$32K Buy
+401
New +$37.3K 0.01% 551

Other funds holding IEO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optimum Investment Advisors's IEO Position: Q1 2015 in Review

Optimum Investment Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.5% in Q1 2015, buying an estimated $72 and bringing the position to 202 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Optimum Investment Advisors first reported a position in IEO in Q3 2014 and has held it in 3 quarters since. The position peaked at $32K in Q3 2014. 93 funds tracked by Wall St. Rank hold IEO as of Q1 2015.

  • Optimum Investment Advisors held 202 shares of iShares US Oil & Gas Exploration & Production ETF worth $15K as of Q1 2015.
  • Optimum Investment Advisors bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q1 2015, an estimated $72.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #744 holding.
  • Optimum Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2014 and has held it in 3 quarters since.
  • Optimum Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $32K in Q3 2014.
  • 93 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.