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South Shore Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

South Shore Capital Advisors’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,500
Closed -$487K – 98
2021
Q2 		$487K Buy
+8,500
New +$450K 0.86% 40

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Jane Street
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Citadel Advisors
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

South Shore Capital Advisors's IEO Position: Q3 2021 in Review

South Shore Capital Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2021, closing a stake of 8,500 shares — an estimated $487K sold.

South Shore Capital Advisors first reported a position in IEO in Q2 2021 and held it in 1 quarter. The position peaked at $487K in Q2 2021. 92 funds tracked by Wall St. Rank hold IEO as of Q3 2021.

  • South Shore Capital Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
  • South Shore Capital Advisors sold 8,500 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $487K.
  • South Shore Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 1 quarter.
  • South Shore Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $487K in Q2 2021.
  • 92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on South Shore Capital Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.