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Triangle Securities Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-210
Closed -$12K – 244
2013
Q2 		$12K Buy
+210
New +$12K 0.01% 431

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LBG
Lloyds Banking Group London, United Kingdom $7.15M AUM 0.75% 1-Year Est. Return

Triangle Securities Wealth Management's IEZ Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2013, closing a stake of 210 shares — an estimated $12K sold.

Triangle Securities Wealth Management first reported a position in IEZ in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 91 funds tracked by Wall St. Rank hold IEZ as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 210 iShares US Oil Equipment & Services ETF shares in Q3 2013, an estimated $12K.
  • Triangle Securities Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $12K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.