LFA
OIL

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

Legacy Financial 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
2018
Q2 		– Sell
-45
Closed – – 985
2018
Q1 		$0 Hold
45
– – ﹤0.01% 959
2017
Q4 		$0 Buy
+45
New +$264 ﹤0.01% 886

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
ZF
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

Legacy Financial Advisors's OIL Position: Q2 2018 in Review

Legacy Financial Advisors 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 45 shares.

Legacy Financial Advisors first reported a position in OIL in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q1 2018. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

  • Legacy Financial Advisors 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.
  • Legacy Financial Advisors sold 45 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018.
  • Legacy Financial Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $0 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 Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.