Sumitomo Mitsui Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sumitomo Mitsui Financial Group’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 Q4	–	Sell	-4,048	Closed	-$71K	–	138
2019 Q3	$71K	Hold	4,048	–	–	0.01%	111
2019 Q2	$88K	Hold	4,048	–	–	0.01%	98
2019 Q1	$102K	Sell	4,048 -1,311	-24%	-$32.3K	0.01%	94
2018 Q4	$110K	Buy	5,359 +3,859	+257%	+$109K	0.01%	97
2018 Q3	$54K	Hold	1,500	–	–	﹤0.01%	98
2018 Q2	$55K	Buy	+1,500	New	+$55.1K	0.01%	84
2017 Q4	–	Sell	-293	Closed	-$10K	–	113
2017 Q3	$10K	Hold	293	–	–	﹤0.01%	95
2017 Q2	$10K	Buy	+293	New	+$10.9K	﹤0.01%	102

Other funds holding IEZ

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

FBA

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

BCM

Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return

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

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

OAM

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

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

Sumitomo Mitsui Financial Group's IEZ Position: Q4 2019 in Review

Sumitomo Mitsui Financial Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2019, closing a stake of 4,048 shares — an estimated $71K sold.

Sumitomo Mitsui Financial Group first reported a position in IEZ in Q2 2017 and held it in 8 quarters. The position peaked at $110K in Q4 2018. 49 funds tracked by Wall St. Rank hold IEZ as of Q4 2019.

Sumitomo Mitsui Financial Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2019 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 4,048 iShares US Oil Equipment & Services ETF shares in Q4 2019, an estimated $71K.
Sumitomo Mitsui Financial Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2017 and held it in 8 quarters.
Sumitomo Mitsui Financial Group's iShares US Oil Equipment & Services ETF position peaked at $110K in Q4 2018.
49 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2019.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.