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Riggs Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Riggs Asset Management’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
Q3 		– Sell
-111
Closed -$4K – 241
2018
Q2 		$4K Hold
111
– – ﹤0.01% 215
2018
Q1 		$4K Buy
+111
New +$3.93K ﹤0.01% 236

Other funds holding IEZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Riggs Asset Management's IEZ Position: Q3 2018 in Review

Riggs Asset Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2018, closing a stake of 111 shares — an estimated $4K sold.

Riggs Asset Management first reported a position in IEZ in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 77 funds tracked by Wall St. Rank hold IEZ as of Q3 2018.

  • Riggs Asset Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2018 after selling out during the quarter.
  • Riggs Asset Management sold 111 iShares US Oil Equipment & Services ETF shares in Q3 2018, an estimated $4K.
  • Riggs Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2018 and held it in 2 quarters.
  • Riggs Asset Management's iShares US Oil Equipment & Services ETF position peaked at $4K in Q2 2018.
  • 77 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2018.

Based on Riggs Asset Management's 13F filing for Q3 2018, filed 15 Oct 2018.