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Capital Planning Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Capital Planning 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
2017
Q2 		– Sell
-360
Closed -$222K – 145
2017
Q1 		$222K Buy
+360
New +$234K 0.11% 119

Other funds holding OIH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Capital Planning Advisors's OIH Position: Q2 2017 in Review

Capital Planning Advisors sold out of VanEck Oil Services ETF (OIH) in Q2 2017, closing a stake of 360 shares — an estimated $222K sold.

Capital Planning Advisors first reported a position in OIH in Q1 2017 and held it in 1 quarter. The position peaked at $222K in Q1 2017. 130 funds tracked by Wall St. Rank hold OIH as of Q2 2017.

  • Capital Planning Advisors reported no remaining VanEck Oil Services ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 360 VanEck Oil Services ETF shares in Q2 2017, an estimated $222K.
  • Capital Planning Advisors first reported a position in VanEck Oil Services ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's VanEck Oil Services ETF position peaked at $222K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.