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Wealthspire Advisors (Maryland)’s Oil States International OIS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,171
Closed -$20K – 1515
2019
Q1 		$20K Sell
1,171
-35
-3% -$592 ﹤0.01% 1279
2018
Q4 		$17K Sell
1,206
-373
-24% -$8.58K ﹤0.01% 1272
2018
Q3 		$52K Buy
1,579
+500
+46% +$16.3K ﹤0.01% 953
2018
Q2 		$35K Sell
1,079
-273
-20% -$9.18K ﹤0.01% 1095
2018
Q1 		$35K Buy
1,352
+44
+3% +$1.26K ﹤0.01% 1117
2017
Q4 		$37K Buy
1,308
+156
+14% +$3.78K ﹤0.01% 1127
2017
Q3 		$29K Buy
1,152
+291
+34% +$7.16K ﹤0.01% 1171
2017
Q2 		$23K Buy
861
+173
+25% +$5.12K ﹤0.01% 1217
2017
Q1 		$23K Sell
688
-18
-3% -$660 ﹤0.01% 1038
2016
Q4 		$28K Buy
706
+11
+2% +$374 ﹤0.01% 926
2016
Q3 		$22K Buy
695
+141
+25% +$4.33K ﹤0.01% 1028
2016
Q2 		$18K Buy
554
+98
+21% +$3.18K ﹤0.01% 1034
2016
Q1 		$14K Buy
456
+50
+12% +$1.35K ﹤0.01% 1107
2015
Q4 		$11K Buy
+406
New +$12.1K ﹤0.01% 1173

Other funds holding OIS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Oil States International (OIS) in Q2 2019, closing a stake of 1,171 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in OIS in Q4 2015 and held it in 14 quarters. The position peaked at $52K in Q3 2018. 166 funds tracked by Wall St. Rank hold OIS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Oil States International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,171 Oil States International shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Oil States International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Oil States International position peaked at $52K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Oil States International as of Q2 2019.

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