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Pin Oak Investment Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Pin Oak Investment Advisors’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
Q3 		– Sell
-35
Closed -$1K – 432
2019
Q2 		$1K Hold
35
– – ﹤0.01% 450
2019
Q1 		$1K Hold
35
– – ﹤0.01% 414
2018
Q4 		$1K Hold
35
– – ﹤0.01% 412
2018
Q3 		$1K Hold
35
– – ﹤0.01% 402
2018
Q2 		$1K Hold
35
– – ﹤0.01% 411
2018
Q1 		$1K Hold
35
– – ﹤0.01% 416
2017
Q4 		$1K Buy
+35
New +$1.18K ﹤0.01% 421

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pin Oak Investment Advisors's IEZ Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2019, closing a stake of 35 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in IEZ in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 50 funds tracked by Wall St. Rank hold IEZ as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 35 iShares US Oil Equipment & Services ETF shares in Q3 2019, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $1K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.