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

IHT 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
2018 Q2	–	Sell	-1,550	Closed	-$11K	–	1682
2018 Q1	$11K	Hold	1,550	–	–	﹤0.01%	1176
2017 Q4	$11K	Buy	1,550 +1,000	+182%	+$5.87K	﹤0.01%	1184
2017 Q3	$3K	Hold	550	–	–	﹤0.01%	1195
2017 Q2	$17	Hold	550	–	–	0.01%	831
2017 Q1	$3K	Buy	+550	New	+$3.24K	﹤0.01%	1058

Other funds holding OIL

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

IHT Wealth Management's OIL Position: Q2 2018 in Review

IHT Wealth Management sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q2 2018, closing a stake of 1,550 shares — an estimated $11K sold.

IHT Wealth Management first reported a position in OIL in Q1 2017 and held it in 5 quarters. The position peaked at $11K in Q1 2018. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

IHT Wealth Management reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,550 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $11K.
IHT Wealth Management first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q1 2017 and held it in 5 quarters.
IHT Wealth Management's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $11K in Q1 2018.
15 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 Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.