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Shoker Investment Counsel’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Shoker Investment Counsel’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
Q4 		– Sell
-10,863
Closed -$387K – 106
2018
Q3 		$387K Buy
10,863
+1,895
+21% +$67.2K 0.28% 77
2018
Q2 		$327K Sell
8,968
-48
-0.5% -$1.76K 0.24% 84
2018
Q1 		$292K Buy
9,016
+16
+0.2% +$566 0.22% 88
2017
Q4 		$323K Buy
9,000
+964
+12% +$32.5K 0.23% 88
2017
Q3 		$284K Buy
+8,036
New +$264K 0.22% 91
2017
Q1 		– Sell
-5,657
Closed -$257K – 105
2016
Q4 		$257K Buy
5,657
+11
+0.2% +$463 0.21% 92
2016
Q3 		$223K Hold
5,646
– – 0.19% 96
2016
Q2 		$217K Buy
+5,646
New +$212K 0.19% 96
2015
Q3 		– Sell
-5,009
Closed -$240K – 96
2015
Q2 		$240K Buy
5,009
+1
+0% +$51 0.23% 83
2015
Q1 		$235K Sell
5,008
-520
-9% -$24.7K 0.22% 87
2014
Q4 		$276K Sell
5,528
-3,930
-42% -$221K 0.26% 82
2014
Q3 		$627K Buy
9,458
+1
+0% +$73 0.58% 51
2014
Q2 		$733K Sell
9,457
-1,297
-12% -$92.4K 0.65% 48
2014
Q1 		$735K Sell
10,754
-358
-3% -$23K 0.69% 49
2013
Q4 		$720K Buy
+11,112
New +$722K 0.66% 49

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shoker Investment Counsel's IEZ Position: Q4 2018 in Review

Shoker Investment Counsel sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 10,863 shares — an estimated $387K sold.

Shoker Investment Counsel first reported a position in IEZ in Q4 2013 and held it in 15 quarters. The position peaked at $735K in Q1 2014. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Shoker Investment Counsel reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Shoker Investment Counsel sold 10,863 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $387K.
  • Shoker Investment Counsel first reported a position in iShares US Oil Equipment & Services ETF in Q4 2013 and held it in 15 quarters.
  • Shoker Investment Counsel's iShares US Oil Equipment & Services ETF position peaked at $735K in Q1 2014.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Shoker Investment Counsel's 13F filing for Q4 2018, filed 6 Feb 2019.