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Physicians Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-70
Closed -$4K – 184
2016
Q4 		$4K Hold
70
– – ﹤0.01% 271
2016
Q3 		$4K Hold
70
– – ﹤0.01% 266
2016
Q2 		$4K Hold
70
– – ﹤0.01% 260
2016
Q1 		$4K Buy
70
+1
+1% +$48 ﹤0.01% 263
2015
Q4 		$4K Buy
+69
New +$4.15K ﹤0.01% 273

Other funds holding IEO

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Physicians Financial Services's IEO Position: Q1 2017 in Review

Physicians Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2017, closing a stake of 70 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in IEO in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 81 funds tracked by Wall St. Rank hold IEO as of Q1 2017.

  • Physicians Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 70 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2017, an estimated $4K.
  • Physicians Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $4K in Q4 2016.
  • 81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.