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Wilen Investment Management’s Oil States International OIS Stock Holding History

Wilen Investment Management’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
2020
Q1 		– Sell
-17,866
Closed -$286K – 54
2019
Q4 		$286K Sell
17,866
-3,515
-16% -$53.4K 0.22% 49
2019
Q3 		$278K Sell
21,381
-1,200
-5% -$17.3K 0.22% 48
2019
Q2 		$406K Sell
22,581
-3,850
-15% -$69K 0.31% 42
2019
Q1 		$436K Sell
26,431
-2,700
-9% -$45.7K 0.33% 41
2018
Q4 		$408K Sell
29,131
-1,290
-4% -$29.7K 0.35% 37
2018
Q3 		$989K Sell
30,421
-310
-1% -$10.1K 0.66% 31
2018
Q2 		$999K Sell
30,731
-702
-2% -$23.6K 0.64% 31
2018
Q1 		$802K Sell
31,433
-300
-0.9% -$8.6K 0.55% 32
2017
Q4 		$873K Sell
31,733
-1,500
-5% -$36.4K 0.57% 32
2017
Q3 		$823K Sell
33,233
-100
-0.3% -$2.46K 0.5% 33
2017
Q2 		$883K Sell
33,333
-100
-0.3% -$2.96K 0.53% 33
2017
Q1 		$1.09M Sell
33,433
-500
-1% -$18.3K 0.65% 30
2016
Q4 		$1.31M Sell
33,933
-500
-1% -$17K 0.81% 27
2016
Q3 		$1.07M Sell
34,433
-1,300
-4% -$40K 0.71% 28
2016
Q2 		$1.14M Sell
35,733
-300
-0.8% -$9.72K 0.75% 30
2016
Q1 		$1.12M Sell
36,033
-900
-2% -$24.3K 0.78% 27
2015
Q4 		$997K Sell
36,933
-300
-0.8% -$8.92K 0.72% 30
2015
Q3 		$949K Sell
37,233
-400
-1% -$11.8K 0.68% 30
2015
Q2 		$1.37M Sell
37,633
-900
-2% -$37.9K 0.92% 25
2015
Q1 		$1.5M Sell
38,533
-850
-2% -$36K 1.03% 24
2014
Q4 		$1.91M Sell
39,383
-500
-1% -$27K 1.26% 18
2014
Q3 		$2.45M Sell
39,883
-200
-0.5% -$12.6K 1.56% 18
2014
Q2 		$2.54M Sell
40,083
-31,462
-44% -$1.85M 1.49% 20
2014
Q1 		$4.01M Buy
71,545
+1,050
+1% +$58.2K 2.34% 12
2013
Q4 		$4.07M Sell
70,495
-963
-1% -$57.7K 2.61% 11
2013
Q3 		$4.21M Sell
71,458
-350
-0.5% -$19.1K 2.81% 10
2013
Q2 		$3.77M Buy
+71,808
New +$3.66M 2.78% 11

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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilen Investment Management's OIS Position: Q1 2020 in Review

Wilen Investment Management sold out of Oil States International (OIS) in Q1 2020, closing a stake of 17,866 shares — an estimated $286K sold.

Wilen Investment Management first reported a position in OIS in Q2 2013 and held it in 27 quarters. The position peaked at $4.21M in Q3 2013. 144 funds tracked by Wall St. Rank hold OIS as of Q1 2020.

  • Wilen Investment Management reported no remaining Oil States International position as of Q1 2020 after selling out during the quarter.
  • Wilen Investment Management sold 17,866 Oil States International shares in Q1 2020, an estimated $286K.
  • Wilen Investment Management first reported a position in Oil States International in Q2 2013 and held it in 27 quarters.
  • Wilen Investment Management's Oil States International position peaked at $4.21M in Q3 2013.
  • 144 funds tracked by Wall St. Rank held Oil States International as of Q1 2020.

Based on Wilen Investment Management's 13F filing for Q1 2020, filed 14 May 2020.