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UBP Investment Advisors’s VanEck Oil Services ETF OIH Stock Holding History

UBP Investment 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
2018
Q2 		– Sell
-455
Closed -$217K – 51
2018
Q1 		$217K Sell
455
-150
-25% -$77.6K 0.23% 47
2017
Q4 		$315K Buy
+605
New +$300K 0.37% 50

Other funds holding OIH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBP Investment Advisors's OIH Position: Q2 2018 in Review

UBP Investment Advisors sold out of VanEck Oil Services ETF (OIH) in Q2 2018, closing a stake of 455 shares — an estimated $217K sold.

UBP Investment Advisors first reported a position in OIH in Q4 2017 and held it in 2 quarters. The position peaked at $315K in Q4 2017. 150 funds tracked by Wall St. Rank hold OIH as of Q2 2018.

  • UBP Investment Advisors reported no remaining VanEck Oil Services ETF position as of Q2 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 455 VanEck Oil Services ETF shares in Q2 2018, an estimated $217K.
  • UBP Investment Advisors first reported a position in VanEck Oil Services ETF in Q4 2017 and held it in 2 quarters.
  • UBP Investment Advisors's VanEck Oil Services ETF position peaked at $315K in Q4 2017.
  • 150 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2018.

Based on UBP Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.