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Winslow Evans & Crocker’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-1,956
Closed -$130K – 1356
2014
Q3 		$130K Buy
1,956
+1,900
+3,393% +$138K 0.04% 381
2014
Q2 		$4.34K Buy
+56
New +$3.99K ﹤0.01% 1063

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Winslow Evans & Crocker's IEZ Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2014, closing a stake of 1,956 shares — an estimated $130K sold.

Winslow Evans & Crocker first reported a position in IEZ in Q2 2014 and held it in 2 quarters. The position peaked at $130K in Q3 2014. 109 funds tracked by Wall St. Rank hold IEZ as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,956 iShares US Oil Equipment & Services ETF shares in Q4 2014, an estimated $130K.
  • Winslow Evans & Crocker first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares US Oil Equipment & Services ETF position peaked at $130K in Q3 2014.
  • 109 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.