PWPS
IEO icon

Pinnacle Wealth Planning Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-140
Closed -$5K – 1098
2020
Q4 		$5K Buy
+140
New +$4.38K ﹤0.01% 1658

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's IEO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2021, closing a stake of 140 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in IEO in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 92 funds tracked by Wall St. Rank hold IEO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 140 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $5K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.