Segment Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Segment Wealth Management’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
2022 Q2	–	Sell	-1,000	Closed	-$283K	–	253
2022 Q1	$283K	Buy	+1,000	New	+$245K	0.03%	215
2014 Q4	–	Sell	-1,397	Closed	-$1.39M	–	170
2014 Q3	$1.39M	Buy	1,397 +146	+12%	+$159K	0.53%	61
2014 Q2	$1.45M	Buy	+1,251	New	+$1.32M	0.56%	58

Other funds holding OIH

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Segment Wealth Management's OIH Position: Q2 2022 in Review

Segment Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q2 2022, closing a stake of 1,000 shares — an estimated $283K sold.

Segment Wealth Management first reported a position in OIH in Q2 2014 and held it in 3 quarters. The position peaked at $1.45M in Q2 2014. 246 funds tracked by Wall St. Rank hold OIH as of Q2 2022.

Segment Wealth Management reported no remaining VanEck Oil Services ETF position as of Q2 2022 after selling out during the quarter.
Segment Wealth Management sold 1,000 VanEck Oil Services ETF shares in Q2 2022, an estimated $283K.
Segment Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2014 and held it in 3 quarters.
Segment Wealth Management's VanEck Oil Services ETF position peaked at $1.45M in Q2 2014.
246 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2022.

Based on Segment Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.