IA
OIL

IFP Advisors’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

IFP Advisors’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
Q4 		– Sell
-296
Closed -$11K – 3254
2020
Q3 		$11K Hold
296
– – ﹤0.01% 1883
2020
Q2 		$10K Sell
296
-11,545
-98% -$390K ﹤0.01% 1842
2020
Q1 		$31K Hold
11,841
– – ﹤0.01% 1324
2019
Q4 		$83K Hold
11,841
– – 0.01% 1044
2019
Q3 		$72K Buy
+11,841
New +$72K ﹤0.01% 1206
2019
Q1 		$8K Buy
+1,260
New +$8K ﹤0.01% 1734
2018
Q2 		– Sell
-2,845
Closed -$19K – 4307
2018
Q1 		$19K Hold
2,845
– – ﹤0.01% 2430
2017
Q4 		$19K Sell
2,845
-6,010
-68% -$35.3K ﹤0.01% 2466
2017
Q3 		$48K Sell
8,855
-2,324
-21% -$11.7K ﹤0.01% 2022
2017
Q2 		$54K Sell
11,179
-4,180
-27% -$21.6K ﹤0.01% 1918
2017
Q1 		$86K Sell
15,359
-20,007
-57% -$118K ﹤0.01% 1589
2016
Q4 		$224K Sell
35,366
-1,565
-4% -$9.28K 0.01% 995
2016
Q3 		$215K Sell
36,931
-6,042
-14% -$34K 0.01% 971
2016
Q2 		$269K Buy
42,973
+41,713
+3,311% +$251K 0.02% 832
2016
Q1 		$8K Sell
1,260
-31,146
-96% -$160K ﹤0.01% 1731
2015
Q4 		$202K Buy
+32,406
New +$251K 0.01% 833

Other funds holding OIL

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

IFP Advisors's OIL Position: Q4 2020 in Review

IFP Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q4 2020, closing a stake of 296 shares — an estimated $11K sold.

IFP Advisors first reported a position in OIL in Q4 2015 and held it in 16 quarters. The position peaked at $269K in Q2 2016. 2 funds tracked by Wall St. Rank hold OIL as of Q4 2020.

  • IFP Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q4 2020 after selling out during the quarter.
  • IFP Advisors sold 296 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q4 2020, an estimated $11K.
  • IFP Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $269K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.