CWM
OIL

Centric Wealth Management’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Centric Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-139,800
Closed -$1.76M – 137
2019
Q4 		$1.76M Buy
+139,800
New +$1.63M 1.4% 7

Other funds holding OIL

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
BCWM
Blue Chip Wealth Management Miami Beach, Florida $127M AUM 40.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Centric Wealth Management's OIL Position: Q1 2020 in Review

Centric Wealth Management sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q1 2020, closing a stake of 139,800 shares — an estimated $1.76M sold.

Centric Wealth Management first reported a position in OIL in Q4 2019 and held it in 1 quarter. The position peaked at $1.76M in Q4 2019. 51 funds tracked by Wall St. Rank hold OIL as of Q1 2020.

  • Centric Wealth Management reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q1 2020 after selling out during the quarter.
  • Centric Wealth Management sold 139,800 iPath Series B S&P GSCI Crude Oil ETN shares in Q1 2020, an estimated $1.76M.
  • Centric Wealth Management first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q4 2019 and held it in 1 quarter.
  • Centric Wealth Management's iPath Series B S&P GSCI Crude Oil ETN position peaked at $1.76M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q1 2020.

Based on Centric Wealth Management's 13F filing for Q1 2020, filed 8 Apr 2020.