Robert N. Shapiro’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Robert N. Shapiro’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
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	685
2014 Q3	$13K	Hold	200	–	–	﹤0.01%	673
2014 Q2	$16K	Hold	200	–	–	﹤0.01%	603
2014 Q1	$14K	Hold	200	–	–	﹤0.01%	603
2013 Q4	$13K	Sell	200 -370	-65%	-$24K	﹤0.01%	612
2013 Q3	$36K	Hold	570	–	–	0.01%	667
2013 Q2	$32K	Buy	+570	New	+$32.6K	0.01%	655

Other funds holding IEZ

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Robert N. Shapiro's IEZ Position: Q4 2014 in Review

Robert N. Shapiro held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q4 2014 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Robert N. Shapiro first reported a position in IEZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $36K in Q3 2013. 109 funds tracked by Wall St. Rank hold IEZ as of Q4 2014.

Robert N. Shapiro held 200 shares of iShares US Oil Equipment & Services ETF worth $10K as of Q4 2014.
Robert N. Shapiro left its iShares US Oil Equipment & Services ETF share count unchanged in Q4 2014.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #685 holding.
Robert N. Shapiro first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares US Oil Equipment & Services ETF position peaked at $36K in Q3 2013.
109 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.