Blue Bell Private Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Blue Bell Private Wealth Management’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
2014 Q4	–	Sell	-40	Closed	-$40K	–	439
2014 Q3	$40K	Hold	40	–	–	0.02%	253
2014 Q2	$46K	Sell	40 -5	-11%	-$5.27K	0.03%	227
2014 Q1	$45K	Hold	45	–	–	0.03%	199
2013 Q4	$43K	Buy	+45	New	+$43.8K	0.03%	208

Other funds holding OIH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Bell Private Wealth Management's OIH Position: Q4 2014 in Review

Blue Bell Private Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q4 2014, closing a stake of 40 shares — an estimated $40K sold.

Blue Bell Private Wealth Management first reported a position in OIH in Q4 2013 and held it in 4 quarters. The position peaked at $46K in Q2 2014. 139 funds tracked by Wall St. Rank hold OIH as of Q4 2014.

Blue Bell Private Wealth Management reported no remaining VanEck Oil Services ETF position as of Q4 2014 after selling out during the quarter.
Blue Bell Private Wealth Management sold 40 VanEck Oil Services ETF shares in Q4 2014, an estimated $40K.
Blue Bell Private Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2013 and held it in 4 quarters.
Blue Bell Private Wealth Management's VanEck Oil Services ETF position peaked at $46K in Q2 2014.
139 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.