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Train Babcock Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Train Babcock 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
2017
Q4 		$359K Buy
+5,525
New +$334K 0.16% 76
2017
Q3 		– Sell
-5,600
Closed -$306K – 94
2017
Q2 		$306K Buy
+5,600
New +$320K 0.13% 88

Other funds holding IEO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Train Babcock Advisors's IEO Position: Q4 2017 in Review

Train Babcock Advisors opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2017: 5,525 shares worth $359K. The stake represents 0.16% of the portfolio and ranks #76 among its holdings. This is a return to the name: Train Babcock Advisors previously reported a position in IEO as recently as Q2 2017.

Train Babcock Advisors first reported a position in IEO in Q2 2017 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold IEO as of Q4 2017.

  • Train Babcock Advisors held 5,525 shares of iShares US Oil & Gas Exploration & Production ETF worth $359K as of Q4 2017.
  • iShares US Oil & Gas Exploration & Production ETF was a new Train Babcock Advisors position in Q4 2017.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.16% of Train Babcock Advisors's portfolio in Q4 2017, its #76 holding.
  • Train Babcock Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2017 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.