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River Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-5
Closed – – 308
2018
Q4 		$0 Hold
5
– – ﹤0.01% 565
2018
Q3 		$0 Hold
5
– – ﹤0.01% 592
2018
Q2 		$0 Buy
+5
New +$357 ﹤0.01% 581

Other funds holding IEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

River Wealth Advisors's IEO Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2019, closing a stake of 5 shares.

River Wealth Advisors first reported a position in IEO in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 89 funds tracked by Wall St. Rank hold IEO as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 5 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2019.
  • River Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $0 in Q4 2018.
  • 89 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.