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Polaris Wealth Advisory Group’s VanEck Oil Services ETF OIH Stock Holding History

Polaris Wealth Advisory 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
2017
Q2 		– Sell
-14,212
Closed -$8.76M – 132
2017
Q1 		$8.76M Buy
+14,212
New +$9.24M 0.96% 48

Other funds holding OIH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Polaris Wealth Advisory Group's OIH Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of VanEck Oil Services ETF (OIH) in Q2 2017, closing a stake of 14,212 shares — an estimated $8.76M sold.

Polaris Wealth Advisory Group first reported a position in OIH in Q1 2017 and held it in 1 quarter. The position peaked at $8.76M in Q1 2017. 130 funds tracked by Wall St. Rank hold OIH as of Q2 2017.

  • Polaris Wealth Advisory Group reported no remaining VanEck Oil Services ETF position as of Q2 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 14,212 VanEck Oil Services ETF shares in Q2 2017, an estimated $8.76M.
  • Polaris Wealth Advisory Group first reported a position in VanEck Oil Services ETF in Q1 2017 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's VanEck Oil Services ETF position peaked at $8.76M in Q1 2017.
  • 130 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.