TAT
OIL

TD Ameritrade Trust’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

TD Ameritrade Trust’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
2014
Q3 		– Sell
-4,240
Closed -$108K – 50
2014
Q2 		$108K Buy
+4,240
New +$104K 0.03% 35

Other funds holding OIL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMA
USA Mutuals Advisors Dallas, Texas $55M AUM 7.1% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return

TD Ameritrade Trust's OIL Position: Q3 2014 in Review

TD Ameritrade Trust sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q3 2014, closing a stake of 4,240 shares — an estimated $108K sold.

TD Ameritrade Trust first reported a position in OIL in Q2 2014 and held it in 1 quarter. The position peaked at $108K in Q2 2014. 42 funds tracked by Wall St. Rank hold OIL as of Q3 2014.

  • TD Ameritrade Trust reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q3 2014 after selling out during the quarter.
  • TD Ameritrade Trust sold 4,240 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q3 2014, an estimated $108K.
  • TD Ameritrade Trust first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q2 2014 and held it in 1 quarter.
  • TD Ameritrade Trust's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $108K in Q2 2014.
  • 42 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 Q3 2014.

Based on TD Ameritrade Trust's 13F filing for Q3 2014, filed 10 Dec 2014.