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WESPAC Advisors SoCal’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

WESPAC Advisors SoCal’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
2016
Q1 		– Sell
-75
Closed -$4K – 309
2015
Q4 		$4K Buy
+75
New +$4.51K ﹤0.01% 222

Other funds holding IEO

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

WESPAC Advisors SoCal's IEO Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2016, closing a stake of 75 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in IEO in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 87 funds tracked by Wall St. Rank hold IEO as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 75 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2016, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares US Oil & Gas Exploration & Production ETF position peaked at $4K in Q4 2015.
  • 87 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.