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

Pinnacle Associates’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
2015
Q2 		– Sell
-5,310
Closed -$250K – 662
2015
Q1 		$250K Hold
5,310
– – ﹤0.01% 584
2014
Q4 		$265K Sell
5,310
-850
-14% -$47.7K 0.01% 557
2014
Q3 		$409K Sell
6,160
-150
-2% -$10.9K 0.01% 486
2014
Q2 		$489K Sell
6,310
-200
-3% -$14.3K 0.01% 465
2014
Q1 		$445K Hold
6,510
– – 0.01% 467
2013
Q4 		$422K Sell
6,510
-215
-3% -$14K 0.01% 476
2013
Q3 		$421K Sell
6,725
-575
-8% -$35K 0.01% 460
2013
Q2 		$414K Buy
+7,300
New +$417K 0.01% 446

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates's IEZ Position: Q2 2015 in Review

Pinnacle Associates sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2015, closing a stake of 5,310 shares — an estimated $250K sold.

Pinnacle Associates first reported a position in IEZ in Q2 2013 and held it in 8 quarters. The position peaked at $489K in Q2 2014. 80 funds tracked by Wall St. Rank hold IEZ as of Q2 2015.

  • Pinnacle Associates reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Associates sold 5,310 iShares US Oil Equipment & Services ETF shares in Q2 2015, an estimated $250K.
  • Pinnacle Associates first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 8 quarters.
  • Pinnacle Associates's iShares US Oil Equipment & Services ETF position peaked at $489K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2015.

Based on Pinnacle Associates's 13F filing for Q2 2015, filed 12 Aug 2015.