AG
OIL

Advisor Group’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Advisor Group’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
2019
Q4 		$30K Hold
2,370
– – ﹤0.01% 3743
2019
Q3 		$26K Sell
2,370
-560
-19% -$6.45K ﹤0.01% 3808
2019
Q2 		$35K Hold
2,930
– – ﹤0.01% 3622
2019
Q1 		$36K Buy
2,930
+2,360
+414% +$26.7K ﹤0.01% 3619
2018
Q4 		$5K Hold
570
– – ﹤0.01% 4577
2018
Q3 		$9K Hold
570
– – ﹤0.01% 4369
2018
Q2 		$8K Buy
+570
New +$7.7K ﹤0.01% 4221

Other funds holding OIL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's OIL Position: Q4 2019 in Review

Advisor Group held its iPath Series B S&P GSCI Crude Oil ETN (OIL) position steady in Q4 2019 at 2,370 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

Advisor Group first reported a position in OIL in Q2 2018 and has held it in 7 quarters since. The position peaked at $36K in Q1 2019. 14 funds tracked by Wall St. Rank hold OIL as of Q4 2019.

  • Advisor Group held 2,370 shares of iPath Series B S&P GSCI Crude Oil ETN worth $30K as of Q4 2019.
  • Advisor Group left its iPath Series B S&P GSCI Crude Oil ETN share count unchanged in Q4 2019.
  • iPath Series B S&P GSCI Crude Oil ETN made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3743 holding.
  • Advisor Group first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's iPath Series B S&P GSCI Crude Oil ETN position peaked at $36K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.