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Pathstone Family Office’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-961
Closed -$54K – 365
2013
Q2 		$54K Buy
+961
New +$54.9K 0.06% 98

Other funds holding IEZ

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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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LBG
Lloyds Banking Group London, United Kingdom $7.15M AUM 0.75% 1-Year Est. Return

Pathstone Family Office's IEZ Position: Q3 2013 in Review

Pathstone Family Office sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2013, closing a stake of 961 shares — an estimated $54K sold.

Pathstone Family Office first reported a position in IEZ in Q2 2013 and held it in 1 quarter. The position peaked at $54K in Q2 2013. 91 funds tracked by Wall St. Rank hold IEZ as of Q3 2013.

  • Pathstone Family Office reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 961 iShares US Oil Equipment & Services ETF shares in Q3 2013, an estimated $54K.
  • Pathstone Family Office first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's iShares US Oil Equipment & Services ETF position peaked at $54K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.