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

WFG 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
2017
Q2 		– Sell
-172
Closed -$11K – 1605
2017
Q1 		$11K Hold
172
– – ﹤0.01% 1040
2016
Q4 		$11K Buy
172
+1
+0.6% +$63 ﹤0.01% 1076
2016
Q3 		$11K Buy
+171
New +$9.92K ﹤0.01% 1095
2014
Q3 		– Sell
-3,615
Closed -$351K – 2133
2014
Q2 		$351K Buy
+3,615
New +$332K 0.07% 331

Other funds holding IEO

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WFG Advisors's IEO Position: Q2 2017 in Review

WFG Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2017, closing a stake of 172 shares — an estimated $11K sold.

WFG Advisors first reported a position in IEO in Q2 2014 and held it in 4 quarters. The position peaked at $351K in Q2 2014. 81 funds tracked by Wall St. Rank hold IEO as of Q2 2017.

  • WFG Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 172 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2017, an estimated $11K.
  • WFG Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 4 quarters.
  • WFG Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $351K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.