VCM
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Vigilant Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Vigilant Capital 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
2014
Q2 		– Sell
-280
Closed -$19K – 258
2014
Q1 		$19K Hold
280
– – ﹤0.01% 223
2013
Q4 		$18K Hold
280
– – ﹤0.01% 209
2013
Q3 		$18K Hold
280
– – 0.01% 189
2013
Q2 		$16K Buy
+280
New +$16K ﹤0.01% 200

Other funds holding IEZ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vigilant Capital Management's IEZ Position: Q2 2014 in Review

Vigilant Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2014, closing a stake of 280 shares — an estimated $19K sold.

Vigilant Capital Management first reported a position in IEZ in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2014. 98 funds tracked by Wall St. Rank hold IEZ as of Q2 2014.

  • Vigilant Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2014 after selling out during the quarter.
  • Vigilant Capital Management sold 280 iShares US Oil Equipment & Services ETF shares in Q2 2014, an estimated $19K.
  • Vigilant Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 4 quarters.
  • Vigilant Capital Management's iShares US Oil Equipment & Services ETF position peaked at $19K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2014.

Based on Vigilant Capital Management's 13F filing for Q2 2014, filed 18 Jul 2014.