Icon Wealth Partners’s VanEck Oil Services ETF OIH Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-145	Closed	-$50K	–	584
2019 Q1	$50K	Buy	+145	New	+$48.9K	0.02%	361
2018 Q3	–	Sell	-145	Closed	-$76K	–	589
2018 Q2	$76K	Buy	+145	New	+$77.6K	0.03%	296
2018 Q1	–	Sell	-145	Closed	-$76K	–	589
2017 Q4	$76K	Buy	+145	New	+$72K	0.04%	322

Other funds holding OIH

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Icon Wealth Partners's OIH Position: Q2 2019 in Review

Icon Wealth Partners sold out of VanEck Oil Services ETF (OIH) in Q2 2019, closing a stake of 145 shares — an estimated $50K sold.

Icon Wealth Partners first reported a position in OIH in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q2 2018. 144 funds tracked by Wall St. Rank hold OIH as of Q2 2019.

Icon Wealth Partners reported no remaining VanEck Oil Services ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 145 VanEck Oil Services ETF shares in Q2 2019, an estimated $50K.
Icon Wealth Partners first reported a position in VanEck Oil Services ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's VanEck Oil Services ETF position peaked at $76K in Q2 2018.
144 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.