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Summit Financial Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-147
Closed -$102K – 247
2015
Q2 		$102K Hold
147
– – 0.06% 104
2015
Q1 		$114K Buy
147
+40
+37% +$27.3K 0.08% 85
2014
Q4 		$77K Buy
+107
New +$88.9K 0.05% 100

Other funds holding OIH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Summit Financial Wealth Advisors's OIH Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q3 2015, closing a stake of 147 shares — an estimated $102K sold.

Summit Financial Wealth Advisors first reported a position in OIH in Q4 2014 and held it in 3 quarters. The position peaked at $114K in Q1 2015. 115 funds tracked by Wall St. Rank hold OIH as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 147 VanEck Oil Services ETF shares in Q3 2015, an estimated $102K.
  • Summit Financial Wealth Advisors first reported a position in VanEck Oil Services ETF in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's VanEck Oil Services ETF position peaked at $114K in Q1 2015.
  • 115 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.