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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's IEO Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2020, closing a stake of 12,030 shares — an estimated $668K sold.

Wealthstreet Investment Advisors first reported a position in IEO in Q4 2017 and held it in 9 quarters. The position peaked at $1.86M in Q3 2018. 73 funds tracked by Wall St. Rank hold IEO as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 12,030 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $668K.
Wealthstreet Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.86M in Q3 2018.
73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.