Baldwin Wealth Partners’s VanEck Oil Services ETF OIH Stock Holding History

Baldwin Wealth Partners’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-150	Closed	-$100K	–	526
2016 Q4	$100K	Hold	150	–	–	0.02%	227
2016 Q3	$88K	Buy	+150	New	+$84.8K	0.02%	247

Other funds holding OIH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's OIH Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of VanEck Oil Services ETF (OIH) in Q1 2017, closing a stake of 150 shares — an estimated $100K sold.

Baldwin Wealth Partners first reported a position in OIH in Q3 2016 and held it in 2 quarters. The position peaked at $100K in Q4 2016. 126 funds tracked by Wall St. Rank hold OIH as of Q1 2017.

Baldwin Wealth Partners reported no remaining VanEck Oil Services ETF position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 150 VanEck Oil Services ETF shares in Q1 2017, an estimated $100K.
Baldwin Wealth Partners first reported a position in VanEck Oil Services ETF in Q3 2016 and held it in 2 quarters.
Baldwin Wealth Partners's VanEck Oil Services ETF position peaked at $100K in Q4 2016.
126 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.