United Capital Financial Advisors’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-16,930
Closed -$70K 1281
2020
Q1
$70K Buy
+16,930
New +$160K ﹤0.01% 1139
2018
Q3
Sell
-24,135
Closed -$358K 1400
2018
Q2
$358K Buy
+24,135
New +$326K ﹤0.01% 1030

Other funds holding OIL

United Capital Financial Advisors's OIL Position: Q2 2020 in Review

United Capital Financial Advisors sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q2 2020, closing a stake of 16,930 shares — an estimated $70K sold.

United Capital Financial Advisors first reported a position in OIL in Q2 2018 and held it in 2 quarters. The position peaked at $358K in Q2 2018. 1 fund tracked by Wall St. Rank holds OIL as of Q2 2020.

  • United Capital Financial Advisors reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,930 iPath Series B S&P GSCI Crude Oil ETN shares in Q2 2020, an estimated $70K.
  • United Capital Financial Advisors first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q2 2018 and held it in 2 quarters.
  • United Capital Financial Advisors's iPath Series B S&P GSCI Crude Oil ETN position peaked at $358K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.