WAM
OIL

Wealthspire Advisors (Maryland)’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,682
Closed -$20K – 2726
2018
Q1 		$20K Hold
2,682
– – ﹤0.01% 1309
2017
Q4 		$18K Sell
2,682
-4,212
-61% -$24.7K ﹤0.01% 1369
2017
Q3 		$37K Hold
6,894
– – ﹤0.01% 1087
2017
Q2 		$34K Hold
6,894
– – ﹤0.01% 1089
2017
Q1 		$38K Buy
6,894
+925
+15% +$5.46K 0.01% 882
2016
Q4 		$38K Buy
5,969
+2,034
+52% +$12.1K 0.01% 851
2016
Q3 		$23K Hold
3,935
– – ﹤0.01% 1021
2016
Q2 		$25K Sell
3,935
-847
-18% -$5.1K ﹤0.01% 933
2016
Q1 		$24K Hold
4,782
– – ﹤0.01% 917
2015
Q4 		$30K Buy
+4,782
New +$37K 0.01% 846

Other funds holding OIL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

Wealthspire Advisors (Maryland)'s OIL Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q2 2018, closing a stake of 2,682 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in OIL in Q4 2015 and held it in 10 quarters. The position peaked at $38K in Q1 2017. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,682 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $38K in Q1 2017.
  • 15 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 Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.