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TS Financial Group (TSFG)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

TS Financial Group (TSFG)’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
Q4 		– Sell
-28
Closed – – 916
2020
Q3 		$0 Hold
28
– – ﹤0.01% 836
2020
Q2 		$1K Hold
28
– – ﹤0.01% 762
2020
Q1 		$1K Hold
28
– – ﹤0.01% 714
2019
Q4 		$1K Hold
28
– – ﹤0.01% 731
2019
Q3 		$0 Hold
28
– – ﹤0.01% 812
2019
Q2 		$1K Hold
28
– – ﹤0.01% 698
2019
Q1 		$1K Buy
+28
New +$689 ﹤0.01% 687

Other funds holding IEZ

EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

TS Financial Group (TSFG)'s IEZ Position: Q4 2020 in Review

TS Financial Group (TSFG) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2020, closing a stake of 28 shares.

TS Financial Group (TSFG) first reported a position in IEZ in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2020. 36 funds tracked by Wall St. Rank hold IEZ as of Q4 2020.

  • TS Financial Group (TSFG) reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 28 iShares US Oil Equipment & Services ETF shares in Q4 2020.
  • TS Financial Group (TSFG) first reported a position in iShares US Oil Equipment & Services ETF in Q1 2019 and held it in 7 quarters.
  • TS Financial Group (TSFG)'s iShares US Oil Equipment & Services ETF position peaked at $1K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2020.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2020, filed 20 Jan 2021.