IWC
OIL

Integrated Wealth Concepts’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-259,320
Closed -$4.05M – 297
2018
Q3 		$4.05M Buy
259,320
+22,890
+10% +$324K 1.22% 18
2018
Q2 		$3.49M Buy
236,430
+103,355
+78% +$1.4M 1.19% 17
2018
Q1 		$1.67M Buy
+133,075
New +$1.66M 0.67% 33

Other funds holding OIL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Smith Capital Management Little Rock, Arkansas $163M AUM 11.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return