OIA
OIL

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

Optimum Investment 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
-1,500
Closed -$11K – 1126
2018
Q1 		$11K Buy
+1,500
New +$10.5K ﹤0.01% 819
2015
Q1 		$1K Sell
100
-1,000
-91% -$10.9K ﹤0.01% 963
2014
Q4 		$14K Buy
1,100
+500
+83% +$8.87K ﹤0.01% 804
2014
Q3 		$13K Buy
600
+500
+500% +$11.8K ﹤0.01% 731
2014
Q2 		$3K Sell
100
-2,000
-95% -$49.3K ﹤0.01% 889
2014
Q1 		$50K Buy
2,100
+1,000
+91% +$23.1K 0.02% 401
2013
Q4 		$25K Buy
1,100
+100
+10% +$2.3K 0.01% 483
2013
Q3 		$24K Buy
+1,000
New +$24.9K 0.01% 467

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

Optimum Investment Advisors's OIL Position: Q2 2018 in Review

Optimum Investment 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 1,500 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in OIL in Q3 2013 and held it in 8 quarters. The position peaked at $50K in Q1 2014. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

  • Optimum Investment 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.
  • Optimum Investment Advisors sold 1,500 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $11K.
  • Optimum Investment Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q3 2013 and held it in 8 quarters.
  • Optimum Investment Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $50K in Q1 2014.
  • 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 Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.