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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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.