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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

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 $1.21B AUM 19.26% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 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

Pinnacle Advisory Group's IEZ Position: Q4 2018 in Review

Pinnacle Advisory Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 10,881 shares — an estimated $389K sold.

Pinnacle Advisory Group first reported a position in IEZ in Q4 2017 and held it in 4 quarters. The position peaked at $6.36M in Q4 2017. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Pinnacle Advisory Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 10,881 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $389K.
  • Pinnacle Advisory Group first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 4 quarters.
  • Pinnacle Advisory Group's iShares US Oil Equipment & Services ETF position peaked at $6.36M in Q4 2017.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Pinnacle Advisory Group's 13F filing for Q4 2018, filed 8 Feb 2019.