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Wealthspire Advisors (Maryland)’s Oceaneering OII Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-377
Closed -$6K – 1514
2019
Q1 		$6K Buy
377
+62
+20% +$960 ﹤0.01% 1759
2018
Q4 		$4K Buy
315
+1
+0.3% +$19 ﹤0.01% 1840
2018
Q3 		$9K Hold
314
– – ﹤0.01% 1568
2018
Q2 		$8K Sell
314
-116
-27% -$2.6K ﹤0.01% 1623
2018
Q1 		$8K Buy
430
+193
+81% +$3.87K ﹤0.01% 1647
2017
Q4 		$5K Buy
237
+15
+7% +$319 ﹤0.01% 1839
2017
Q3 		$6K Hold
222
– – ﹤0.01% 1745
2017
Q2 		$5K Buy
222
+123
+124% +$3.13K ﹤0.01% 1774
2017
Q1 		$3K Buy
99
+7
+8% +$191 ﹤0.01% 1629
2016
Q4 		$3K Hold
92
– – ﹤0.01% 1485
2016
Q3 		$3K Sell
92
-2
-2% -$55 ﹤0.01% 1486
2016
Q2 		$3K Hold
94
– – ﹤0.01% 1445
2016
Q1 		$3K Sell
94
-23
-20% -$716 ﹤0.01% 1462
2015
Q4 		$4K Buy
+117
New +$5.01K ﹤0.01% 1405

Other funds holding OII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OII Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Oceaneering (OII) in Q2 2019, closing a stake of 377 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in OII in Q4 2015 and held it in 14 quarters. The position peaked at $9K in Q3 2018. 205 funds tracked by Wall St. Rank hold OII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Oceaneering position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 377 Oceaneering shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Oceaneering in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Oceaneering position peaked at $9K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Oceaneering as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.