Stratos Wealth Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Stratos Wealth Partners’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	-402	Closed	-$14K	–	1595
2018 Q3	$14K	Buy	+402	New	+$14.3K	﹤0.01%	2029
2018 Q2	–	Sell	-290	Closed	-$9K	–	1719
2018 Q1	$9K	Sell	290 -70	-19%	-$2.48K	﹤0.01%	2374
2017 Q4	$13K	Buy	+360	New	+$12.1K	﹤0.01%	2053
2015 Q1	–	Sell	-5,428	Closed	-$271K	–	628
2014 Q4	$271K	Buy	+5,428	New	+$305K	0.05%	374

Other funds holding IEZ

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 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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's IEZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 402 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in IEZ in Q4 2014 and held it in 4 quarters. The position peaked at $271K in Q4 2014. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 402 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $14K.
Stratos Wealth Partners first reported a position in iShares US Oil Equipment & Services ETF in Q4 2014 and held it in 4 quarters.
Stratos Wealth Partners's iShares US Oil Equipment & Services ETF position peaked at $271K in Q4 2014.
74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.