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Independent Portfolio Consultants’s Oil States International OIS Stock Holding History

Independent Portfolio Consultants’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,545
Closed -$151K – 827
2017
Q1 		$151K Sell
4,545
-150
-3% -$5.5K 0.05% 374
2016
Q4 		$183K Buy
+4,695
New +$159K 0.06% 331
2015
Q3 		– Sell
-4,685
Closed -$174K – 847
2015
Q2 		$174K Buy
+4,685
New +$197K 0.03% 388

Other funds holding OIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Independent Portfolio Consultants's OIS Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Oil States International (OIS) in Q2 2017, closing a stake of 4,545 shares — an estimated $151K sold.

Independent Portfolio Consultants first reported a position in OIS in Q2 2015 and held it in 3 quarters. The position peaked at $183K in Q4 2016. 187 funds tracked by Wall St. Rank hold OIS as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Oil States International position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,545 Oil States International shares in Q2 2017, an estimated $151K.
  • Independent Portfolio Consultants first reported a position in Oil States International in Q2 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's Oil States International position peaked at $183K in Q4 2016.
  • 187 funds tracked by Wall St. Rank held Oil States International as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.