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

WP 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
2017
Q4 		– Sell
-67,154
Closed -$2.37M – 67
2017
Q3 		$2.37M Sell
67,154
-1,525
-2% -$50.1K 1.79% 19
2017
Q2 		$2.32M Buy
68,679
+31,919
+87% +$1.19M 1.68% 17
2017
Q1 		$1.55M Buy
36,760
+1,369
+4% +$60.8K 0.97% 27
2016
Q4 		$1.61M Buy
+35,391
New +$1.49M 1.12% 24

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WP Advisors's IEZ Position: Q4 2017 in Review

WP Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 67,154 shares — an estimated $2.37M sold.

WP Advisors first reported a position in IEZ in Q4 2016 and held it in 4 quarters. The position peaked at $2.37M in Q3 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • WP Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • WP Advisors sold 67,154 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $2.37M.
  • WP Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2016 and held it in 4 quarters.
  • WP Advisors's iShares US Oil Equipment & Services ETF position peaked at $2.37M in Q3 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on WP Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.