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WFG Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-1,400
Closed -$91K – 2093
2013
Q4 		$91K Hold
1,400
– – 0.01% 780
2013
Q3 		$88K Buy
+1,400
New +$85.2K 0.01% 741

Other funds holding IEZ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's IEZ Position: Q1 2014 in Review

WFG Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2014, closing a stake of 1,400 shares — an estimated $91K sold.

WFG Advisors first reported a position in IEZ in Q3 2013 and held it in 2 quarters. The position peaked at $91K in Q4 2013. 88 funds tracked by Wall St. Rank hold IEZ as of Q1 2014.

  • WFG Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,400 iShares US Oil Equipment & Services ETF shares in Q1 2014, an estimated $91K.
  • WFG Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's iShares US Oil Equipment & Services ETF position peaked at $91K in Q4 2013.
  • 88 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.