UFA
OIL

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

US 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
2016
Q1 		– Sell
-26,440
Closed -$164K – 670
2015
Q4 		$164K Buy
26,440
+2,000
+8% +$15.5K 0.16% 71
2015
Q3 		$207K Buy
24,440
+640
+3% +$5.73K 0.34% 53
2015
Q2 		$287K Buy
23,800
+3,100
+15% +$37.3K 0.27% 44
2015
Q1 		$208K Buy
20,700
+10,000
+93% +$109K 0.19% 55
2014
Q4 		$134K Buy
+10,700
New +$190K 0.12% 62

Other funds holding OIL

Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's OIL Position: Q1 2016 in Review

US Financial Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q1 2016, closing a stake of 26,440 shares — an estimated $164K sold.

US Financial Advisors first reported a position in OIL in Q4 2014 and held it in 5 quarters. The position peaked at $287K in Q2 2015. 105 funds tracked by Wall St. Rank hold OIL as of Q1 2016.

  • US Financial Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 26,440 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q1 2016, an estimated $164K.
  • US Financial Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $287K in Q2 2015.
  • 105 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 Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.