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Acorn Wealth Advisors’s United States Oil Fund USO Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-35
Closed -$4K – 778
2018
Q1 		$4K Sell
35
-355
-91% -$35.9K ﹤0.01% 663
2017
Q4 		$38K Buy
+390
New +$34.6K 0.03% 291

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Acorn Wealth Advisors's USO Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2018, closing a stake of 35 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in USO in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 158 funds tracked by Wall St. Rank hold USO as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 35 United States Oil Fund shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in United States Oil Fund in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's United States Oil Fund position peaked at $38K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.