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

WFG Advisors’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
2017 Q2	$6K	Buy	1,187 +986	+491%	+$5.1K	﹤0.01%	1271
2017 Q1	$1K	Hold	201	–	–	﹤0.01%	1474
2016 Q4	$1K	Sell	201 -52	-21%	-$308	﹤0.01%	1540
2016 Q3	$1K	Hold	253	–	–	﹤0.01%	1555
2016 Q2	$2K	Hold	253	–	–	﹤0.01%	1423
2016 Q1	$1K	Sell	253 -700	-73%	-$3.59K	﹤0.01%	1517
2015 Q4	$6K	Hold	953	–	–	﹤0.01%	1208
2015 Q3	$8K	Buy	953 +700	+277%	+$6.26K	﹤0.01%	1167
2015 Q2	$3K	Buy	253 +201	+387%	+$2.42K	﹤0.01%	1457
2015 Q1	$1K	Sell	52 -651	-93%	-$7.07K	﹤0.01%	1746
2014 Q4	$9K	Sell	703 -147	-17%	-$2.61K	﹤0.01%	1510
2014 Q3	$19K	Sell	850 -600	-41%	-$14.2K	﹤0.01%	1312
2014 Q2	$37K	Hold	1,450	–	–	0.01%	1036
2014 Q1	$35K	Buy	1,450 +287	+25%	+$6.64K	0.01%	1048
2013 Q4	$27K	Hold	1,163	–	–	﹤0.01%	1232
2013 Q3	$28K	Buy	1,163 +13	+1%	+$324	﹤0.01%	1143
2013 Q2	$26K	Buy	+1,150	New	+$25.2K	﹤0.01%	1124

Other funds holding OIL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WFG Advisors's OIL Position: Q2 2017 in Review

WFG Advisors increased its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) stake by 491% in Q2 2017, buying an estimated $5.1K and bringing the position to 1,187 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

WFG Advisors first reported a position in OIL in Q2 2013 and has held it in 17 quarters since. The position peaked at $37K in Q2 2014. 94 funds tracked by Wall St. Rank hold OIL as of Q2 2017.

WFG Advisors held 1,187 shares of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In worth $6K as of Q2 2017.
WFG Advisors bought 986 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2017, an estimated $5.1K.
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1271 holding.
WFG Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $37K in Q2 2014.
94 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 2017.

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