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Synovus Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Synovus Financial’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
2020
Q2 		– Sell
-519
Closed -$3K – 1836
2020
Q1 		$3K Buy
519
+10
+2% +$142 ﹤0.01% 1874
2019
Q4 		$10K Buy
509
+3
+0.6% +$54 ﹤0.01% 1207
2019
Q3 		$9K Buy
506
+3
+0.6% +$58 ﹤0.01% 1205
2019
Q2 		$11K Buy
503
+3
+0.6% +$69 ﹤0.01% 1099
2019
Q1 		$13K Hold
500
– – ﹤0.01% 1071
2018
Q4 		$10K Hold
500
– – ﹤0.01% 1078
2018
Q3 		$18K Hold
500
– – ﹤0.01% 1037
2018
Q2 		$18K Hold
500
– – ﹤0.01% 964
2018
Q1 		$16K Buy
+500
New +$17.7K ﹤0.01% 971
2017
Q3 		– Sell
-580
Closed -$20K – 652
2017
Q2 		$20K Hold
580
– – ﹤0.01% 702
2017
Q1 		$24K Sell
580
-282
-33% -$12.5K ﹤0.01% 836
2016
Q4 		$40K Sell
862
-190
-18% -$7.99K ﹤0.01% 752
2016
Q3 		$42K Hold
1,052
– – ﹤0.01% 739
2016
Q2 		$40K Buy
1,052
+1
+0.1% +$38 ﹤0.01% 697
2016
Q1 		$38K Buy
1,051
+1
+0.1% +$33 ﹤0.01% 686
2015
Q4 		$38K Buy
1,050
+2
+0.2% +$79 ﹤0.01% 693
2015
Q3 		$38K Buy
1,048
+100
+11% +$4.16K ﹤0.01% 653
2015
Q2 		$47K Sell
948
-13
-1% -$664 ﹤0.01% 614
2015
Q1 		$46K Sell
961
-209
-18% -$9.93K ﹤0.01% 643
2014
Q4 		$58K Buy
1,170
+359
+44% +$20.2K ﹤0.01% 609
2014
Q3 		$54K Buy
811
+1
+0.1% +$73 ﹤0.01% 595
2014
Q2 		$63K Buy
810
+547
+208% +$39K ﹤0.01% 552
2014
Q1 		$17K Buy
263
+1
+0.4% +$64 ﹤0.01% 725
2013
Q4 		$17K Hold
262
– – ﹤0.01% 685
2013
Q3 		$16K Buy
262
+1
+0.4% +$61 ﹤0.01% 677
2013
Q2 		$15K Buy
+261
New +$14.9K ﹤0.01% 671

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Synovus Financial's IEZ Position: Q2 2020 in Review

Synovus Financial sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2020, closing a stake of 519 shares — an estimated $3K sold.

Synovus Financial first reported a position in IEZ in Q2 2013 and held it in 26 quarters. The position peaked at $63K in Q2 2014. 56 funds tracked by Wall St. Rank hold IEZ as of Q2 2020.

  • Synovus Financial reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2020 after selling out during the quarter.
  • Synovus Financial sold 519 iShares US Oil Equipment & Services ETF shares in Q2 2020, an estimated $3K.
  • Synovus Financial first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 26 quarters.
  • Synovus Financial's iShares US Oil Equipment & Services ETF position peaked at $63K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.