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

Sutton 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
2020 Q3	–	Sell	-14	Closed	-$472	–	1230
2020 Q2	$472	Buy	14 +10	+250%	+$321	﹤0.01%	1167
2020 Q1	$91	Buy	+4	New	+$167	﹤0.01%	1190
2017 Q4	–	Sell	-4	Closed	-$235	–	1094
2017 Q3	$235	Hold	4	–	–	﹤0.01%	1068
2017 Q2	$219	Hold	4	–	–	﹤0.01%	1074
2017 Q1	$244	Hold	4	–	–	﹤0.01%	1054
2016 Q4	$262	Buy	+4	New	+$251	﹤0.01%	1049

Other funds holding IEO

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Sutton Wealth Advisors's IEO Position: Q3 2020 in Review

Sutton Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2020, closing a stake of 14 shares — an estimated $472 sold.

Sutton Wealth Advisors first reported a position in IEO in Q4 2016 and held it in 6 quarters. The position peaked at $472 in Q2 2020. 73 funds tracked by Wall St. Rank hold IEO as of Q3 2020.

Sutton Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 14 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $472.
Sutton Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 6 quarters.
Sutton Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $472 in Q2 2020.
73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on Sutton Wealth Advisors's 13F filing for Q3 2020, filed 7 Nov 2023.