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Vanguard Capital Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Vanguard Capital Wealth Advisors’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
2019
Q4 		$237K Buy
+11,691
New +$210K 0.25% 112

Other funds holding IEZ

FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IEZ Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q4 2019: 11,691 shares worth $237K. The stake represents 0.25% of the portfolio and ranks #112 among its holdings.

49 funds tracked by Wall St. Rank hold IEZ as of Q4 2019.

  • Vanguard Capital Wealth Advisors held 11,691 shares of iShares US Oil Equipment & Services ETF worth $237K as of Q4 2019.
  • iShares US Oil Equipment & Services ETF was a new Vanguard Capital Wealth Advisors position in Q4 2019.
  • iShares US Oil Equipment & Services ETF made up 0.25% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #112 holding.
  • 49 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.