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WFG Advisors’s Oceaneering OII Stock Holding History

WFG Advisors’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
2017
Q2 		$3K Buy
+128
New +$3.26K ﹤0.01% 1374
2017
Q1 		– Sell
-128
Closed -$4K – 1611
2016
Q4 		$4K Buy
+128
New +$3.45K ﹤0.01% 1311

Other funds holding OII

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's OII Position: Q2 2017 in Review

WFG Advisors opened a new position in Oceaneering (OII) in Q2 2017: 128 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: WFG Advisors previously reported a position in OII as recently as Q4 2016.

WFG Advisors first reported a position in OII in Q4 2016 and has held it in 2 quarters since. The position peaked at $4K in Q4 2016. 271 funds tracked by Wall St. Rank hold OII as of Q2 2017.

  • WFG Advisors held 128 shares of Oceaneering worth $3K as of Q2 2017.
  • Oceaneering was a new WFG Advisors position in Q2 2017.
  • Oceaneering made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1374 holding.
  • WFG Advisors first reported a position in Oceaneering in Q4 2016 and has held it in 2 quarters since.
  • WFG Advisors's Oceaneering position peaked at $4K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Oceaneering as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.