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San Francisco Sentry Investment Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

San Francisco Sentry Investment Group’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
-300
Closed -$11K – 924
2017
Q3 		$11K Sell
300
-230
-43% -$7.56K ﹤0.01% 627
2017
Q2 		$18K Buy
+530
New +$19.7K 0.01% 469
2014
Q4 		– Sell
-1,050
Closed -$70K – 276
2014
Q3 		$70K Buy
1,050
+230
+28% +$16.7K 0.04% 263
2014
Q2 		$64K Sell
820
-50
-6% -$3.56K 0.03% 281
2014
Q1 		$59K Hold
870
– – 0.02% 334
2013
Q4 		$56K Buy
870
+600
+222% +$39K 0.02% 313
2013
Q3 		$17K Hold
270
– – 0.01% 418
2013
Q2 		$15K Buy
+270
New +$15.4K 0.01% 435

Other funds holding IEZ

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
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

San Francisco Sentry Investment Group's IEZ Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 300 shares — an estimated $11K sold.

San Francisco Sentry Investment Group first reported a position in IEZ in Q2 2013 and held it in 8 quarters. The position peaked at $70K in Q3 2014. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 300 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $11K.
  • San Francisco Sentry Investment Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 8 quarters.
  • San Francisco Sentry Investment Group's iShares US Oil Equipment & Services ETF position peaked at $70K in Q3 2014.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.