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Williams Jones Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Williams Jones Wealth Management’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
2021
Q1 		– Sell
-1,805
Closed -$278K – 505
2020
Q4 		$278K Buy
+1,805
New +$229K ﹤0.01% 381

Other funds holding OIH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williams Jones Wealth Management's OIH Position: Q1 2021 in Review

Williams Jones Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q1 2021, closing a stake of 1,805 shares — an estimated $278K sold.

Williams Jones Wealth Management first reported a position in OIH in Q4 2020 and held it in 1 quarter. The position peaked at $278K in Q4 2020. 155 funds tracked by Wall St. Rank hold OIH as of Q1 2021.

  • Williams Jones Wealth Management reported no remaining VanEck Oil Services ETF position as of Q1 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,805 VanEck Oil Services ETF shares in Q1 2021, an estimated $278K.
  • Williams Jones Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's VanEck Oil Services ETF position peaked at $278K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2021.

Based on Williams Jones Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.