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Avantax Planning Partners’s United States Oil Fund USO Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-754
Closed -$94K – 1147
2018
Q3 		$94K Buy
+754
New +$87.1K 0.01% 361
2018
Q2 		– Sell
-754
Closed -$79K – 1420
2018
Q1 		$79K Buy
+754
New +$76.1K 0.01% 444

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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's USO Position: Q4 2018 in Review

Avantax Planning Partners sold out of United States Oil Fund (USO) in Q4 2018, closing a stake of 754 shares — an estimated $94K sold.

Avantax Planning Partners first reported a position in USO in Q1 2018 and held it in 2 quarters. The position peaked at $94K in Q3 2018. 166 funds tracked by Wall St. Rank hold USO as of Q4 2018.

  • Avantax Planning Partners reported no remaining United States Oil Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 754 United States Oil Fund shares in Q4 2018, an estimated $94K.
  • Avantax Planning Partners first reported a position in United States Oil Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's United States Oil Fund position peaked at $94K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.