SWP
OIS icon

Stratos Wealth Partners’s Oil States International OIS Stock Holding History

Stratos Wealth Partners’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-67
Closed -$2K – 1965
2018
Q3 		$2K Buy
+67
New +$2.19K ﹤0.01% 2717
2018
Q2 		– Sell
-67
Closed -$2K – 2065
2018
Q1 		$2K Hold
67
– – ﹤0.01% 2874
2017
Q4 		$2K Buy
+67
New +$1.62K ﹤0.01% 2618

Other funds holding OIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's OIS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Oil States International (OIS) in Q4 2018, closing a stake of 67 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in OIS in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 177 funds tracked by Wall St. Rank hold OIS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Oil States International position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 67 Oil States International shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Oil States International in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Oil States International position peaked at $2K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Oil States International as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.