Edge Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Edge Wealth Management’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
2020 Q1	–	Sell	-120	Closed	-$32K	–	661
2019 Q4	$32K	Hold	120	–	–	0.01%	289
2019 Q3	$28K	Buy	120 +57	+90%	+$14.8K	0.01%	304
2019 Q2	$18K	Hold	63	–	–	﹤0.01%	351
2019 Q1	$22K	Sell	63 -37	-37%	-$12.5K	0.01%	323
2018 Q4	$28K	Sell	100 -13	-12%	-$5.14K	0.01%	295
2018 Q3	$57K	Hold	113	–	–	0.01%	241
2018 Q2	$59K	Hold	113	–	–	0.02%	228
2018 Q1	$54K	Hold	113	–	–	0.01%	218
2017 Q4	$58K	Sell	113 -37	-25%	-$18.4K	0.02%	214
2017 Q3	$78K	Buy	+150	New	+$72.1K	0.02%	185
2015 Q1	–	Sell	-28	Closed	-$20K	–	478
2014 Q4	$20K	Sell	28 -2	-7%	-$1.66K	0.01%	253
2014 Q3	$30K	Sell	30 -38	-56%	-$41.3K	0.01%	229
2014 Q2	$78K	Hold	68	–	–	0.03%	150
2014 Q1	$68K	Buy	+68	New	+$64.6K	0.03%	158

Other funds holding OIH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

Edge Wealth Management's OIH Position: Q1 2020 in Review

Edge Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q1 2020, closing a stake of 120 shares — an estimated $32K sold.

Edge Wealth Management first reported a position in OIH in Q1 2014 and held it in 14 quarters. The position peaked at $78K in Q3 2017. 104 funds tracked by Wall St. Rank hold OIH as of Q1 2020.

Edge Wealth Management reported no remaining VanEck Oil Services ETF position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 120 VanEck Oil Services ETF shares in Q1 2020, an estimated $32K.
Edge Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2014 and held it in 14 quarters.
Edge Wealth Management's VanEck Oil Services ETF position peaked at $78K in Q3 2017.
104 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.