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Veritas Investment Management (UK)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Veritas Investment Management (UK)’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
Q4 		– Sell
-1,000
Closed -$63K – 56
2013
Q3 		$63K Hold
1,000
– – 0.05% 51
2013
Q2 		$57K Buy
+1,000
New +$57.2K 0.05% 49

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NG
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COI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
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JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Veritas Investment Management (UK)'s IEZ Position: Q4 2013 in Review

Veritas Investment Management (UK) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2013, closing a stake of 1,000 shares — an estimated $63K sold.

Veritas Investment Management (UK) first reported a position in IEZ in Q2 2013 and held it in 2 quarters. The position peaked at $63K in Q3 2013. 94 funds tracked by Wall St. Rank hold IEZ as of Q4 2013.

  • Veritas Investment Management (UK) reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2013 after selling out during the quarter.
  • Veritas Investment Management (UK) sold 1,000 iShares US Oil Equipment & Services ETF shares in Q4 2013, an estimated $63K.
  • Veritas Investment Management (UK) first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 2 quarters.
  • Veritas Investment Management (UK)'s iShares US Oil Equipment & Services ETF position peaked at $63K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2013.

Based on Veritas Investment Management (UK)'s 13F filing for Q4 2013, filed 12 Feb 2014.