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Wedbush Securities’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Wedbush Securities’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
2015
Q3 		– Sell
-5,210
Closed -$250K – 748
2015
Q2 		$250K Hold
5,210
– – 0.05% 494
2015
Q1 		$245K Sell
5,210
-225
-4% -$10.7K 0.04% 502
2014
Q4 		$272K Buy
5,435
+225
+4% +$12.6K 0.04% 444
2014
Q3 		$346K Hold
5,210
– – 0.05% 353
2014
Q2 		$404K Hold
5,210
– – 0.06% 309
2014
Q1 		$356K Hold
5,210
– – 0.06% 317
2013
Q4 		$338K Hold
5,210
– – 0.08% 298
2013
Q3 		$326K Hold
5,210
– – 0.09% 270
2013
Q2 		$295K Buy
+5,210
New +$298K 0.08% 308

Other funds holding IEZ

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities's IEZ Position: Q3 2015 in Review

Wedbush Securities sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2015, closing a stake of 5,210 shares — an estimated $250K sold.

Wedbush Securities first reported a position in IEZ in Q2 2013 and held it in 9 quarters. The position peaked at $404K in Q2 2014. 75 funds tracked by Wall St. Rank hold IEZ as of Q3 2015.

  • Wedbush Securities reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2015 after selling out during the quarter.
  • Wedbush Securities sold 5,210 iShares US Oil Equipment & Services ETF shares in Q3 2015, an estimated $250K.
  • Wedbush Securities first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 9 quarters.
  • Wedbush Securities's iShares US Oil Equipment & Services ETF position peaked at $404K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2015.

Based on Wedbush Securities's 13F filing for Q3 2015, filed 28 Oct 2015.