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Patriot Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Patriot Wealth Management’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
2018
Q4 		– Sell
-303,555
Closed -$10.8M – 83
2018
Q3 		$10.8M Buy
303,555
+7,386
+2% +$262K 1.37% 19
2018
Q2 		$10.8M Buy
296,169
+7,591
+3% +$279K 1.48% 18
2018
Q1 		$9.36M Buy
+288,578
New +$10.2M 1.33% 21

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patriot Wealth Management's IEZ Position: Q4 2018 in Review

Patriot Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 303,555 shares — an estimated $10.8M sold.

Patriot Wealth Management first reported a position in IEZ in Q1 2018 and held it in 3 quarters. The position peaked at $10.8M in Q3 2018. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Patriot Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 303,555 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $10.8M.
  • Patriot Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2018 and held it in 3 quarters.
  • Patriot Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $10.8M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.