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Portfolio Solutions’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Portfolio Solutions’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
2017
Q4 		– Sell
-74
Closed -$4K – 198
2017
Q3 		$4K Hold
74
– – ﹤0.01% 160
2017
Q2 		$4K Hold
74
– – ﹤0.01% 150
2017
Q1 		$5K Buy
+74
New +$4.64K ﹤0.01% 165

Other funds holding IEO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Portfolio Solutions's IEO Position: Q4 2017 in Review

Portfolio Solutions sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2017, closing a stake of 74 shares — an estimated $4K sold.

Portfolio Solutions first reported a position in IEO in Q1 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 88 funds tracked by Wall St. Rank hold IEO as of Q4 2017.

  • Portfolio Solutions reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2017 after selling out during the quarter.
  • Portfolio Solutions sold 74 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2017, an estimated $4K.
  • Portfolio Solutions first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2017 and held it in 3 quarters.
  • Portfolio Solutions's iShares US Oil & Gas Exploration & Production ETF position peaked at $5K in Q1 2017.
  • 88 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2017.

Based on Portfolio Solutions's 13F filing for Q4 2017, filed 16 Jan 2018.