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Sugarloaf Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sugarloaf Wealth Management’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
2020
Q4 		– Sell
-750
Closed -$20K – 738
2020
Q3 		$20K Hold
750
– – 0.01% 357
2020
Q2 		$25K Hold
750
– – 0.01% 320
2020
Q1 		$17K Buy
+750
New +$31.3K 0.01% 358

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's IEO Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2020, closing a stake of 750 shares — an estimated $20K sold.

Sugarloaf Wealth Management first reported a position in IEO in Q1 2020 and held it in 3 quarters. The position peaked at $25K in Q2 2020. 74 funds tracked by Wall St. Rank hold IEO as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 750 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $20K.
  • Sugarloaf Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2020 and held it in 3 quarters.
  • Sugarloaf Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $25K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.