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Avior Wealth Management’s United States 12 Month Oil Fund, USL Stock Holding History

Avior Wealth Management’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-129
Closed -$2K – 494
2016
Q2 		$2K Hold
129
– – ﹤0.01% 426
2016
Q1 		$2K Buy
+129
New +$2K ﹤0.01% 447

Other funds holding USL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avior Wealth Management's USL Position: Q3 2016 in Review

Avior Wealth Management sold out of United States 12 Month Oil Fund, (USL) in Q3 2016, closing a stake of 129 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in USL in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 30 funds tracked by Wall St. Rank hold USL as of Q3 2016.

  • Avior Wealth Management reported no remaining United States 12 Month Oil Fund, position as of Q3 2016 after selling out during the quarter.
  • Avior Wealth Management sold 129 United States 12 Month Oil Fund, shares in Q3 2016, an estimated $2K.
  • Avior Wealth Management first reported a position in United States 12 Month Oil Fund, in Q1 2016 and held it in 2 quarters.
  • Avior Wealth Management's United States 12 Month Oil Fund, position peaked at $2K in Q2 2016.
  • 30 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q3 2016.

Based on Avior Wealth Management's 13F filing for Q3 2016, filed 15 Nov 2016.