Winch Advisory Services’s VanEck Oil Services ETF OIH Stock Holding History

Winch Advisory Services’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
2019 Q3	–	Sell	-6	Closed	-$2K	–	405
2019 Q2	$2K	Hold	6	–	–	﹤0.01%	373
2019 Q1	$2K	Sell	6 -159	-96%	-$53.6K	﹤0.01%	330
2018 Q4	$46K	Sell	165 -9,137	-98%	-$3.61M	0.03%	104
2018 Q3	$4.69M	Sell	9,302 -5	-0.1%	-$2.51K	2.35%	16
2018 Q2	$4.89M	Buy	9,307 +186	+2%	+$99.5K	2.64%	11
2018 Q1	$4.35M	Buy	9,121 +9,042	+11,446%	+$4.68M	2.55%	13
2017 Q4	$41K	Buy	79 +11	+16%	+$5.46K	0.02%	113
2017 Q3	$36K	Buy	+68	New	+$32.7K	0.02%	109
2016 Q1	–	Sell	-31	Closed	-$16K	–	266
2015 Q4	$16K	Buy	+31	New	+$18.5K	0.02%	100
2014 Q2	–	Sell	-714	Closed	-$718K	–	284
2014 Q1	$718K	Buy	+714	New	+$678K	0.45%	48

Other funds holding OIH

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Winch Advisory Services's OIH Position: Q3 2019 in Review

Winch Advisory Services sold out of VanEck Oil Services ETF (OIH) in Q3 2019, closing a stake of 6 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in OIH in Q1 2014 and held it in 10 quarters. The position peaked at $4.89M in Q2 2018. 135 funds tracked by Wall St. Rank hold OIH as of Q3 2019.

Winch Advisory Services reported no remaining VanEck Oil Services ETF position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 6 VanEck Oil Services ETF shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in VanEck Oil Services ETF in Q1 2014 and held it in 10 quarters.
Winch Advisory Services's VanEck Oil Services ETF position peaked at $4.89M in Q2 2018.
135 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.