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Strategic Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Strategic Wealth Management’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
2015
Q1 		– Sell
-34,000
Closed -$1.7M – 45
2014
Q4 		$1.7M Buy
+34,000
New +$1.91M 1.65% 17

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Management's IEZ Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2015, closing a stake of 34,000 shares — an estimated $1.7M sold.

Strategic Wealth Management first reported a position in IEZ in Q4 2014 and held it in 1 quarter. The position peaked at $1.7M in Q4 2014. 77 funds tracked by Wall St. Rank hold IEZ as of Q1 2015.

  • Strategic Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 34,000 iShares US Oil Equipment & Services ETF shares in Q1 2015, an estimated $1.7M.
  • Strategic Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $1.7M in Q4 2014.
  • 77 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.