Briaud Financial Planning’s VanEck Oil Services ETF OIH Stock Holding History

Briaud Financial Planning’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
2021 Q2	–	Sell	-1,509	Closed	-$288K	–	22
2021 Q1	$288K	Buy	+1,509	New	+$284K	0.21%	15
2020 Q1	–	Sell	-280	Closed	-$74K	–	20
2019 Q4	$74K	Buy	+280	New	+$67K	0.08%	24

Other funds holding OIH

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Briaud Financial Planning's OIH Position: Q2 2021 in Review

Briaud Financial Planning sold out of VanEck Oil Services ETF (OIH) in Q2 2021, closing a stake of 1,509 shares — an estimated $288K sold.

Briaud Financial Planning first reported a position in OIH in Q4 2019 and held it in 2 quarters. The position peaked at $288K in Q1 2021. 217 funds tracked by Wall St. Rank hold OIH as of Q2 2021.

Briaud Financial Planning reported no remaining VanEck Oil Services ETF position as of Q2 2021 after selling out during the quarter.
Briaud Financial Planning sold 1,509 VanEck Oil Services ETF shares in Q2 2021, an estimated $288K.
Briaud Financial Planning first reported a position in VanEck Oil Services ETF in Q4 2019 and held it in 2 quarters.
Briaud Financial Planning's VanEck Oil Services ETF position peaked at $288K in Q1 2021.
217 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2021.

Based on Briaud Financial Planning's 13F filing for Q2 2021, filed 28 Jul 2021.