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Achievement Holdings’s United States Oil Fund USO Stock Holding History

Achievement Holdings’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,175
Closed -$428 – 290
2015
Q1 		$428 Sell
3,175
-46,825
-94% -$6.74M 0.01% 196
2014
Q4 		$8.14M Buy
+50,000
New +$11.1M 0.24% 91

Other funds holding USO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Achievement Holdings's USO Position: Q2 2015 in Review

Achievement Holdings sold out of United States Oil Fund (USO) in Q2 2015, closing a stake of 3,175 shares — an estimated $428 sold.

Achievement Holdings first reported a position in USO in Q4 2014 and held it in 2 quarters. The position peaked at $8.14M in Q4 2014. 130 funds tracked by Wall St. Rank hold USO as of Q2 2015.

  • Achievement Holdings reported no remaining United States Oil Fund position as of Q2 2015 after selling out during the quarter.
  • Achievement Holdings sold 3,175 United States Oil Fund shares in Q2 2015, an estimated $428.
  • Achievement Holdings first reported a position in United States Oil Fund in Q4 2014 and held it in 2 quarters.
  • Achievement Holdings's United States Oil Fund position peaked at $8.14M in Q4 2014.
  • 130 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2015.

Based on Achievement Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.