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Advisor Group’s United States Oil Fund USO Stock Holding History

Advisor Group’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
2019
Q4 		$461K Sell
4,514
-667
-13% -$63.4K ﹤0.01% 1731
2019
Q3 		$470K Sell
5,181
-2,264
-30% -$213K ﹤0.01% 1659
2019
Q2 		$717K Sell
7,445
-691
-8% -$68.9K 0.01% 1357
2019
Q1 		$813K Buy
8,136
+197
+2% +$18.1K 0.01% 1232
2018
Q4 		$614K Buy
7,939
+5,301
+201% +$533K 0.01% 1259
2018
Q3 		$327K Sell
2,638
-2,360
-47% -$273K ﹤0.01% 1801
2018
Q2 		$603K Sell
4,998
-1,249
-20% -$137K 0.01% 1185
2018
Q1 		$653K Sell
6,247
-1,651
-21% -$167K 0.01% 1131
2017
Q4 		$759K Buy
7,898
+14
+0.2% +$1.24K 0.01% 1068
2017
Q3 		$658K Buy
7,884
+528
+7% +$41.6K 0.01% 1039
2017
Q2 		$559K Sell
7,356
-3,100
-30% -$248K 0.01% 1080
2017
Q1 		$890K Sell
10,456
-5,543
-35% -$491K 0.02% 768
2016
Q4 		$1.5M Sell
15,999
-598
-4% -$52.8K 0.03% 507
2016
Q3 		$1.45M Buy
16,597
+1,070
+7% +$89.9K 0.03% 508
2016
Q2 		$1.44M Buy
+15,527
New +$1.39M 0.04% 481

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group's USO Position: Q4 2019 in Review

Advisor Group reduced its United States Oil Fund (USO) stake by 13% in Q4 2019, selling an estimated $63.4K and leaving 4,514 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Advisor Group first reported a position in USO in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2016. 141 funds tracked by Wall St. Rank hold USO as of Q4 2019.

  • Advisor Group held 4,514 shares of United States Oil Fund worth $461K as of Q4 2019.
  • Advisor Group sold 667 United States Oil Fund shares in Q4 2019, an estimated $63.4K.
  • United States Oil Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1731 holding.
  • Advisor Group first reported a position in United States Oil Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's United States Oil Fund position peaked at $1.5M in Q4 2016.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.