UCFA
OIL

United Capital Financial Advisors’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

United Capital Financial Advisors’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
2018
Q3 		– Sell
-15,949
Closed -$139K – 1401
2018
Q2 		$139K Sell
15,949
-144,855
-90% -$1.05M ﹤0.01% 1255
2018
Q1 		$1.18M Sell
160,804
-11,317
-7% -$79K 0.01% 735
2017
Q4 		$1.13M Buy
172,121
+159,301
+1,243% +$935K 0.01% 753
2017
Q3 		$69K Sell
12,820
-497
-4% -$2.5K ﹤0.01% 1287
2017
Q2 		$65K Sell
13,317
-133,464
-91% -$691K ﹤0.01% 1254
2017
Q1 		$819K Buy
146,781
+118,676
+422% +$700K 0.01% 799
2016
Q4 		$178K Sell
28,105
-610,126
-96% -$3.62M ﹤0.01% 1199
2016
Q3 		$3.72M Buy
638,231
+214,444
+51% +$1.21M 0.04% 445
2016
Q2 		$2.54M Buy
423,787
+49,822
+13% +$300K 0.03% 508
2016
Q1 		$1.92M Buy
373,965
+149,464
+67% +$767K 0.02% 544
2015
Q4 		$1.4M Buy
224,501
+107,387
+92% +$831K 0.02% 616
2015
Q3 		$991K Buy
117,114
+86,554
+283% +$775K 0.01% 689
2015
Q2 		$368K Buy
+30,560
New +$367K ﹤0.01% 1020

Other funds holding OIL

VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

United Capital Financial Advisors's OIL Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q3 2018, closing a stake of 15,949 shares — an estimated $139K sold.

United Capital Financial Advisors first reported a position in OIL in Q2 2015 and held it in 13 quarters. The position peaked at $3.72M in Q3 2016. 4 funds tracked by Wall St. Rank hold OIL as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,949 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q3 2018, an estimated $139K.
  • United Capital Financial Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q2 2015 and held it in 13 quarters.
  • United Capital Financial Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $3.72M in Q3 2016.
  • 4 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 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.