Apriem Advisors’s United States Oil Fund USO Stock Holding History

Apriem 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 Q3	–	Sell	-81	Closed	-$10K	–	368
2018 Q2	$10K	Buy	+81	New	+$8.89K	﹤0.01%	430
2017 Q2	–	Sell	-25	Closed	-$2K	–	525
2017 Q1	$2K	Buy	+25	New	+$2.21K	﹤0.01%	604

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Apriem Advisors's USO Position: Q3 2018 in Review

Apriem Advisors sold out of United States Oil Fund (USO) in Q3 2018, closing a stake of 81 shares — an estimated $10K sold.

Apriem Advisors first reported a position in USO in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 164 funds tracked by Wall St. Rank hold USO as of Q3 2018.

Apriem Advisors reported no remaining United States Oil Fund position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 81 United States Oil Fund shares in Q3 2018, an estimated $10K.
Apriem Advisors first reported a position in United States Oil Fund in Q1 2017 and held it in 2 quarters.
Apriem Advisors's United States Oil Fund position peaked at $10K in Q2 2018.
164 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.