Sumitomo Mitsui Financial Group’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Sumitomo Mitsui Financial Group’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	-13,000	Closed	-$95K	–	150
2018 Q1	$95K	Hold	13,000	–	–	0.01%	93
2017 Q4	$85K	Buy	+13,000	New	+$76.3K	0.01%	73
2017 Q2	–	Sell	-13,000	Closed	-$73K	–	139
2017 Q1	$73K	Hold	13,000	–	–	0.01%	51
2016 Q4	$82K	Buy	+13,000	New	+$77.1K	0.02%	35

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

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

Sumitomo Mitsui Financial Group's OIL Position: Q2 2018 in Review

Sumitomo Mitsui Financial Group 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 13,000 shares — an estimated $95K sold.

Sumitomo Mitsui Financial Group first reported a position in OIL in Q4 2016 and held it in 4 quarters. The position peaked at $95K in Q1 2018. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

Sumitomo Mitsui Financial Group 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.
Sumitomo Mitsui Financial Group sold 13,000 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $95K.
Sumitomo Mitsui Financial Group first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2016 and held it in 4 quarters.
Sumitomo Mitsui Financial Group's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $95K in Q1 2018.
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 Sumitomo Mitsui Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.