WIA
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Wealthstreet Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Wealthstreet Investment Advisors’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,030
Closed -$668K – 322
2019
Q4 		$668K Sell
12,030
-666
-5% -$34.5K 0.08% 204
2019
Q3 		$666K Buy
12,696
+4,746
+60% +$245K 0.09% 190
2019
Q2 		$446K Sell
7,950
-6,175
-44% -$351K 0.06% 238
2019
Q1 		$822K Buy
14,125
+337
+2% +$19.4K 0.11% 161
2018
Q4 		$788K Sell
13,788
-10,764
-44% -$682K 0.11% 157
2018
Q3 		$1.86M Sell
24,552
-35
-0.1% -$2.59K 0.23% 98
2018
Q2 		$1.83M Buy
24,587
+1,088
+5% +$77.7K 0.24% 102
2018
Q1 		$1.49M Sell
23,499
-1,443
-6% -$92.6K 0.19% 120
2017
Q4 		$1.62M Buy
+24,942
New +$1.51M 0.2% 117

Other funds holding IEO

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return