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

Heartwood 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
2020
Q1 		– Sell
-15,178
Closed -$4.02M – 76
2019
Q4 		$4.02M Buy
+15,178
New +$3.63M 0.77% 27

Other funds holding OIH

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
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heartwood Wealth Advisors's OIH Position: Q1 2020 in Review

Heartwood Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q1 2020, closing a stake of 15,178 shares — an estimated $4.02M sold.

Heartwood Wealth Advisors first reported a position in OIH in Q4 2019 and held it in 1 quarter. The position peaked at $4.02M in Q4 2019. 105 funds tracked by Wall St. Rank hold OIH as of Q1 2020.

  • Heartwood Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q1 2020 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 15,178 VanEck Oil Services ETF shares in Q1 2020, an estimated $4.02M.
  • Heartwood Wealth Advisors first reported a position in VanEck Oil Services ETF in Q4 2019 and held it in 1 quarter.
  • Heartwood Wealth Advisors's VanEck Oil Services ETF position peaked at $4.02M in Q4 2019.
  • 105 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.