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Pinnacle Associates’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Pinnacle Associates’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
2018
Q2 		– Sell
-4,200
Closed -$267K – 704
2018
Q1 		$267K Buy
+4,200
New +$269K 0.01% 596

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RJFSA
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SG Americas Securities
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAM
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UBS Group
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WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Pinnacle Associates's IEO Position: Q2 2018 in Review

Pinnacle Associates sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2018, closing a stake of 4,200 shares — an estimated $267K sold.

Pinnacle Associates first reported a position in IEO in Q1 2018 and held it in 1 quarter. The position peaked at $267K in Q1 2018. 99 funds tracked by Wall St. Rank hold IEO as of Q2 2018.

  • Pinnacle Associates reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
  • Pinnacle Associates sold 4,200 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2018, an estimated $267K.
  • Pinnacle Associates first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 1 quarter.
  • Pinnacle Associates's iShares US Oil & Gas Exploration & Production ETF position peaked at $267K in Q1 2018.
  • 99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2018.

Based on Pinnacle Associates's 13F filing for Q2 2018, filed 8 Aug 2018.