RWMH
IEZ icon

Riverpoint Wealth Management Holdings’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Riverpoint Wealth Management Holdings’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
2017
Q4 		– Sell
-16,832
Closed -$585K – 49
2017
Q3 		$585K Sell
16,832
-463
-3% -$15.2K 0.38% 22
2017
Q2 		$573K Buy
17,295
+29
+0.2% +$1.08K 0.4% 20
2017
Q1 		$721K Buy
17,266
+26
+0.2% +$1.15K 0.55% 17
2016
Q4 		$809K Buy
+17,240
New +$725K 0.66% 17

Other funds holding IEZ

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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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IEZ Position: Q4 2017 in Review

Riverpoint Wealth Management Holdings sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 16,832 shares — an estimated $585K sold.

Riverpoint Wealth Management Holdings first reported a position in IEZ in Q4 2016 and held it in 4 quarters. The position peaked at $809K in Q4 2016. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • Riverpoint Wealth Management Holdings reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 16,832 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $585K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares US Oil Equipment & Services ETF in Q4 2016 and held it in 4 quarters.
  • Riverpoint Wealth Management Holdings's iShares US Oil Equipment & Services ETF position peaked at $809K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2017, filed 13 Feb 2018.