SignatureFD’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

SignatureFD’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
2019 Q3	–	Sell	-240	Closed	-$5K	–	2145
2019 Q2	$5K	Buy	+240	New	+$5.51K	﹤0.01%	1572
2016 Q3	–	Sell	-407	Closed	-$16K	–	1605
2016 Q2	$16K	Hold	407	–	–	﹤0.01%	781
2016 Q1	$15K	Sell	407 -593	-59%	-$19.5K	﹤0.01%	744
2015 Q4	$36K	Buy	+1,000	New	+$39.6K	0.01%	425

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SignatureFD's IEZ Position: Q3 2019 in Review

SignatureFD sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2019, closing a stake of 240 shares — an estimated $5K sold.

SignatureFD first reported a position in IEZ in Q4 2015 and held it in 4 quarters. The position peaked at $36K in Q4 2015. 50 funds tracked by Wall St. Rank hold IEZ as of Q3 2019.

SignatureFD reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2019 after selling out during the quarter.
SignatureFD sold 240 iShares US Oil Equipment & Services ETF shares in Q3 2019, an estimated $5K.
SignatureFD first reported a position in iShares US Oil Equipment & Services ETF in Q4 2015 and held it in 4 quarters.
SignatureFD's iShares US Oil Equipment & Services ETF position peaked at $36K in Q4 2015.
50 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2019.

Based on SignatureFD's 13F filing for Q3 2019, filed 16 Oct 2019.