Welch & Forbes’s VanEck Oil Services ETF OIH Stock Holding History

Welch & Forbes’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	-398	Closed	-$209K	–	370
2018 Q2	$209K	Buy	+398	New	+$213K	0.01%	345
2018 Q1	–	Sell	-398	Closed	-$207K	–	362
2017 Q4	$207K	Hold	398	–	–	0.01%	324
2017 Q3	$207K	Sell	398 -267	-40%	-$128K	0.01%	322
2017 Q2	$330K	Hold	665	–	–	0.01%	284
2017 Q1	$410K	Hold	665	–	–	0.01%	259
2016 Q4	$444K	Hold	665	–	–	0.01%	255
2016 Q3	$389K	Hold	665	–	–	0.01%	234
2016 Q2	$389K	Buy	665 +67	+11%	+$37.7K	0.01%	265
2016 Q1	$318K	Hold	598	–	–	0.01%	277
2015 Q4	$316K	Sell	598 -75	-11%	-$44.6K	0.01%	269
2015 Q3	$370K	Sell	673 -6	-0.9%	-$3.68K	0.01%	265
2015 Q2	$474K	Hold	679	–	–	0.01%	254
2015 Q1	$458K	Buy	679 +6	+0.9%	+$4.1K	0.01%	259
2014 Q4	$483K	Hold	673	–	–	0.01%	265
2014 Q3	$667K	Hold	673	–	–	0.02%	234
2014 Q2	$777K	Hold	673	–	–	0.02%	210
2014 Q1	$677K	Buy	673 +68	+11%	+$64.6K	0.02%	229
2013 Q4	$582K	Hold	605	–	–	0.02%	234
2013 Q3	$570K	Hold	605	–	–	0.02%	240
2013 Q2	$518K	Buy	+605	New	+$520K	0.02%	230

Other funds holding OIH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Welch & Forbes's OIH Position: Q3 2018 in Review

Welch & Forbes sold out of VanEck Oil Services ETF (OIH) in Q3 2018, closing a stake of 398 shares — an estimated $209K sold.

Welch & Forbes first reported a position in OIH in Q2 2013 and held it in 20 quarters. The position peaked at $777K in Q2 2014. 141 funds tracked by Wall St. Rank hold OIH as of Q3 2018.

Welch & Forbes reported no remaining VanEck Oil Services ETF position as of Q3 2018 after selling out during the quarter.
Welch & Forbes sold 398 VanEck Oil Services ETF shares in Q3 2018, an estimated $209K.
Welch & Forbes first reported a position in VanEck Oil Services ETF in Q2 2013 and held it in 20 quarters.
Welch & Forbes's VanEck Oil Services ETF position peaked at $777K in Q2 2014.
141 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2018.

Based on Welch & Forbes's 13F filing for Q3 2018, filed 17 Oct 2018.