Burt Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Burt Wealth Advisors’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
2016 Q4	–	Sell	-10	Closed	-$5K	–	420
2016 Q3	$5K	Buy	+10	New	+$5.65K	0.01%	316

Other funds holding OIH

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

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

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 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

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Burt Wealth Advisors's OIH Position: Q4 2016 in Review

Burt Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2016, closing a stake of 10 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in OIH in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 129 funds tracked by Wall St. Rank hold OIH as of Q4 2016.

Burt Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 10 VanEck Oil Services ETF shares in Q4 2016, an estimated $5K.
Burt Wealth Advisors first reported a position in VanEck Oil Services ETF in Q3 2016 and held it in 1 quarter.
Burt Wealth Advisors's VanEck Oil Services ETF position peaked at $5K in Q3 2016.
129 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.