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

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

Integrated Wealth Concepts's OIL Position: Q4 2018 in Review

Integrated Wealth Concepts sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q4 2018, closing a stake of 259,320 shares — an estimated $4.05M sold.

Integrated Wealth Concepts first reported a position in OIL in Q1 2018 and held it in 3 quarters. The position peaked at $4.05M in Q3 2018. 16 funds tracked by Wall St. Rank hold OIL as of Q4 2018.

  • Integrated Wealth Concepts reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q4 2018 after selling out during the quarter.
  • Integrated Wealth Concepts sold 259,320 iPath Series B S&P GSCI Crude Oil ETN shares in Q4 2018, an estimated $4.05M.
  • Integrated Wealth Concepts first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q1 2018 and held it in 3 quarters.
  • Integrated Wealth Concepts's iPath Series B S&P GSCI Crude Oil ETN position peaked at $4.05M in Q3 2018.
  • 16 funds tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q4 2018.

Based on Integrated Wealth Concepts's 13F filing for Q4 2018, filed 14 Feb 2019.