Westside Investment Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Westside Investment Management’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
2018 Q3	–	Sell	-60	Closed	-$4.39K	–	762
2018 Q2	$4.39K	Hold	60	–	–	﹤0.01%	696
2018 Q1	$3.7K	Hold	60	–	–	﹤0.01%	705
2017 Q4	$4.05K	Hold	60	–	–	﹤0.01%	709
2017 Q3	$3.51K	Hold	60	–	–	﹤0.01%	707
2017 Q2	$3.23K	Hold	60	–	–	﹤0.01%	710
2017 Q1	$3.64K	Buy	+60	New	+$3.76K	﹤0.01%	664

Other funds holding IEO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westside Investment Management's IEO Position: Q3 2018 in Review

Westside Investment Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2018, closing a stake of 60 shares — an estimated $4.39K sold.

Westside Investment Management first reported a position in IEO in Q1 2017 and held it in 6 quarters. The position peaked at $4.39K in Q2 2018. 98 funds tracked by Wall St. Rank hold IEO as of Q3 2018.

Westside Investment Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2018 after selling out during the quarter.
Westside Investment Management sold 60 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2018, an estimated $4.39K.
Westside Investment Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2017 and held it in 6 quarters.
Westside Investment Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.39K in Q2 2018.
98 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.