AIS
OIL

Accurate Investment Solutions’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Accurate Investment Solutions’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$1K – 567
2018
Q1 		$1K Hold
200
– – ﹤0.01% 481
2017
Q4 		$1K Hold
200
– – ﹤0.01% 481
2017
Q3 		$1K Hold
200
– – ﹤0.01% 489
2017
Q2 		$1K Hold
200
– – ﹤0.01% 349
2017
Q1 		$1K Hold
200
– – ﹤0.01% 306
2016
Q4 		$1K Hold
200
– – ﹤0.01% 309
2016
Q3 		$1K Hold
200
– – ﹤0.01% 301
2016
Q2 		$1K Hold
200
– – ﹤0.01% 302
2016
Q1 		$1K Hold
200
– – ﹤0.01% 382
2015
Q4 		$1K Buy
+200
New +$1.55K ﹤0.01% 316

Other funds holding OIL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Accurate Investment Solutions's OIL Position: Q2 2018 in Review

Accurate Investment Solutions sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q2 2018, closing a stake of 200 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in OIL in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q1 2018. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

  • Accurate Investment Solutions reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q2 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 200 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $1K.
  • Accurate Investment Solutions first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2015 and held it in 10 quarters.
  • Accurate Investment Solutions's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $1K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q2 2018.

Based on Accurate Investment Solutions's 13F filing for Q2 2018, filed 11 Jul 2018.