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Wealthspire Advisors (Maryland)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-232
Closed -$8K – 2497
2018
Q3 		$8K Hold
232
– – ﹤0.01% 1607
2018
Q2 		$8K Hold
232
– – ﹤0.01% 1617
2018
Q1 		$8K Hold
232
– – ﹤0.01% 1642
2017
Q4 		$8K Hold
232
– – ﹤0.01% 1674
2017
Q3 		$8K Hold
232
– – ﹤0.01% 1652
2017
Q2 		$8K Hold
232
– – ﹤0.01% 1619
2017
Q1 		$10K Sell
232
-248
-52% -$11K ﹤0.01% 1342
2016
Q4 		$22K Hold
480
– – ﹤0.01% 990
2016
Q3 		$19K Hold
480
– – ﹤0.01% 1072
2016
Q2 		$19K Buy
480
+57
+13% +$2.14K ﹤0.01% 1005
2016
Q1 		$15K Buy
423
+311
+278% +$10.2K ﹤0.01% 1067
2015
Q4 		$4K Buy
+112
New +$4.43K ﹤0.01% 1396

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEZ Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 232 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in IEZ in Q4 2015 and held it in 12 quarters. The position peaked at $22K in Q4 2016. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 232 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Oil Equipment & Services ETF in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s iShares US Oil Equipment & Services ETF position peaked at $22K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.