PAG
IEZ icon

Pinnacle Advisory Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Pinnacle Advisory Group’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
-10,881
Closed -$389K – 158
2018
Q3 		$389K Sell
10,881
-106,834
-91% -$3.79M 0.03% 123
2018
Q2 		$4.3M Buy
117,715
+11,025
+10% +$405K 0.26% 32
2018
Q1 		$3.46M Sell
106,690
-70,415
-40% -$2.49M 0.21% 36
2017
Q4 		$6.36M Buy
+177,105
New +$5.97M 0.37% 30

Other funds holding IEZ

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PVH
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $1.53B AUM 20.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return