Summit Financial Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Summit Financial Wealth 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
2016 Q3	–	Sell	-3,748	Closed	-$213K	–	151
2016 Q2	$213K	Buy	+3,748	New	+$210K	0.09%	133

Other funds holding IEO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Summit Financial Wealth Advisors's IEO Position: Q3 2016 in Review

Summit Financial Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2016, closing a stake of 3,748 shares — an estimated $213K sold.

Summit Financial Wealth Advisors first reported a position in IEO in Q2 2016 and held it in 1 quarter. The position peaked at $213K in Q2 2016. 79 funds tracked by Wall St. Rank hold IEO as of Q3 2016.

Summit Financial Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,748 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2016, an estimated $213K.
Summit Financial Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 1 quarter.
Summit Financial Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $213K in Q2 2016.
79 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.