CapWealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

CapWealth 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
2013 Q4	–	Sell	-2	Closed	-$1K	–	400
2013 Q3	$1K	Hold	2	–	–	﹤0.01%	426
2013 Q2	$1K	Buy	+2	New	+$1.72K	﹤0.01%	419

Other funds holding OIH

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

DCM

Decade Capital Management New York $463M AUM 13.44% 1-Year Est. Return

CapWealth Advisors's OIH Position: Q4 2013 in Review

CapWealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2013, closing a stake of 2 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in OIH in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 111 funds tracked by Wall St. Rank hold OIH as of Q4 2013.

CapWealth Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2013 after selling out during the quarter.
CapWealth Advisors sold 2 VanEck Oil Services ETF shares in Q4 2013, an estimated $1K.
CapWealth Advisors first reported a position in VanEck Oil Services ETF in Q2 2013 and held it in 2 quarters.
CapWealth Advisors's VanEck Oil Services ETF position peaked at $1K in Q3 2013.
111 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.