Summit Financial Wealth Advisors’s Oil States International OIS Stock Holding History

Summit Financial Wealth Advisors’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	-8,800	Closed	-$258K	–	144
2018 Q3	$258K	Buy	+8,800	New	+$287K	0.08%	117
2017 Q1	–	Sell	-8,700	Closed	-$339K	–	146
2016 Q4	$339K	Hold	8,700	–	–	0.15%	108
2016 Q3	$275K	Hold	8,700	–	–	0.12%	119
2016 Q2	$286K	Hold	8,700	–	–	0.12%	113
2016 Q1	$274K	Hold	8,700	–	–	0.12%	111
2015 Q4	$237K	Buy	+8,700	New	+$259K	0.11%	109

Other funds holding OIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Summit Financial Wealth Advisors's OIS Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Oil States International (OIS) in Q4 2018, closing a stake of 8,800 shares — an estimated $258K sold.

Summit Financial Wealth Advisors first reported a position in OIS in Q4 2015 and held it in 6 quarters. The position peaked at $339K in Q4 2016. 177 funds tracked by Wall St. Rank hold OIS as of Q4 2018.

Summit Financial Wealth Advisors reported no remaining Oil States International position as of Q4 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 8,800 Oil States International shares in Q4 2018, an estimated $258K.
Summit Financial Wealth Advisors first reported a position in Oil States International in Q4 2015 and held it in 6 quarters.
Summit Financial Wealth Advisors's Oil States International position peaked at $339K in Q4 2016.
177 funds tracked by Wall St. Rank held Oil States International as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.