Next Financial Group’s VanEck Oil Services ETF OIH Stock Holding History

Next Financial Group’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.58M	Buy	8,542 +1,249	+17%	+$252K	0.1%	218
2021 Q3	$1.44M	Buy	7,293 +7,286	+104,086%	+$1.39M	0.11%	202
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	2434
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	2438
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	2291
2020 Q3	$1K	Buy	+7	New	+$859	﹤0.01%	2125
2020 Q2	–	Sell	-8	Closed	-$1K	–	1473
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	2035
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	2196
2019 Q3	$2K	Buy	+8	New	+$2.07K	﹤0.01%	2135
2017 Q4	–	Sell	-10	Closed	-$5K	–	1030
2017 Q3	$5K	Buy	+10	New	+$4.81K	﹤0.01%	1425
2015 Q3	–	Sell	-28	Closed	-$19K	–	1923
2015 Q2	$19K	Sell	28 -46	-62%	-$34K	0.01%	1018
2015 Q1	$49K	Buy	74 +57	+335%	+$38.9K	0.02%	669
2014 Q4	$12K	Buy	+17	New	+$14.1K	﹤0.01%	1173

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's OIH Position: Q4 2021 in Review

Next Financial Group increased its VanEck Oil Services ETF (OIH) stake by 17% in Q4 2021, buying an estimated $252K and bringing the position to 8,542 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #218.

Next Financial Group first reported a position in OIH in Q4 2014 and has held it in 13 quarters since. 206 funds tracked by Wall St. Rank hold OIH as of Q4 2021.

Next Financial Group held 8,542 shares of VanEck Oil Services ETF worth $1.58M as of Q4 2021.
Next Financial Group bought 1,249 VanEck Oil Services ETF shares in Q4 2021, an estimated $252K.
VanEck Oil Services ETF made up 0.1% of Next Financial Group's portfolio in Q4 2021, its #218 holding.
Next Financial Group first reported a position in VanEck Oil Services ETF in Q4 2014 and has held it in 13 quarters since.
206 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.