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Wealthspire Advisors (Maryland)’s VanEck Oil Services ETF OIH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-5
Closed -$3K – 2466
2018
Q2 		$3K Buy
+5
New +$2.68K ﹤0.01% 2029
2017
Q1 		– Sell
-25
Closed -$17K – 1988
2016
Q4 		$17K Buy
+25
New +$15.6K ﹤0.01% 1068

Other funds holding OIH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OIH Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Oil Services ETF (OIH) in Q3 2018, closing a stake of 5 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in OIH in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 142 funds tracked by Wall St. Rank hold OIH as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining VanEck Oil Services ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5 VanEck Oil Services ETF shares in Q3 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in VanEck Oil Services ETF in Q4 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s VanEck Oil Services ETF position peaked at $17K in Q4 2016.
  • 142 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.