United Capital Financial Advisors’s VanEck Oil Services ETF OIH Stock Holding History

United Capital Financial 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
2022 Q3	–	Sell	-1,942	Closed	-$452K	–	1133
2022 Q2	$452K	Hold	1,942	–	–	﹤0.01%	822
2022 Q1	$549K	Sell	1,942 -50	-3%	-$12.3K	﹤0.01%	815
2021 Q4	$368K	Buy	1,992 +279	+16%	+$56.2K	﹤0.01%	956
2021 Q3	$337K	Buy	+1,713	New	+$326K	﹤0.01%	972
2020 Q2	–	Sell	-748	Closed	-$60K	–	1234
2020 Q1	$60K	Hold	748	–	–	﹤0.01%	1141
2019 Q4	$198K	Buy	748 +30	+4%	+$7.18K	﹤0.01%	1285
2019 Q3	$169K	Sell	718 -27	-4%	-$6.99K	﹤0.01%	1215
2019 Q2	$221K	Hold	745	–	–	﹤0.01%	1340
2019 Q1	$257K	Buy	+745	New	+$251K	﹤0.01%	1183
2017 Q2	–	Sell	-399	Closed	-$246K	–	1299
2017 Q1	$246K	Sell	399 -142	-26%	-$92.3K	﹤0.01%	1125
2016 Q4	$361K	Sell	541 -225	-29%	-$140K	﹤0.01%	1003
2016 Q3	$449K	Hold	766	–	–	﹤0.01%	990
2016 Q2	$444K	Hold	766	–	–	﹤0.01%	946
2016 Q1	$408K	Sell	766 -307	-29%	-$150K	﹤0.01%	931
2015 Q4	$568K	Buy	1,073 +223	+26%	+$133K	0.01%	853
2015 Q3	$467K	Buy	+850	New	+$521K	0.01%	915

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Financial Advisors's OIH Position: Q3 2022 in Review

United Capital Financial Advisors sold out of VanEck Oil Services ETF (OIH) in Q3 2022, closing a stake of 1,942 shares — an estimated $452K sold.

United Capital Financial Advisors first reported a position in OIH in Q3 2015 and held it in 16 quarters. The position peaked at $568K in Q4 2015. 225 funds tracked by Wall St. Rank hold OIH as of Q3 2022.

United Capital Financial Advisors reported no remaining VanEck Oil Services ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 1,942 VanEck Oil Services ETF shares in Q3 2022, an estimated $452K.
United Capital Financial Advisors first reported a position in VanEck Oil Services ETF in Q3 2015 and held it in 16 quarters.
United Capital Financial Advisors's VanEck Oil Services ETF position peaked at $568K in Q4 2015.
225 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.