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Badgley, Phelps & Bell’s United States Oil Fund USO Stock Holding History

Badgley, Phelps & Bell’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
2017
Q1 		– Sell
-1,875
Closed -$176K – 157
2016
Q4 		$176K Buy
+1,875
New +$166K 0.02% 149

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Badgley, Phelps & Bell's USO Position: Q1 2017 in Review

Badgley, Phelps & Bell sold out of United States Oil Fund (USO) in Q1 2017, closing a stake of 1,875 shares — an estimated $176K sold.

Badgley, Phelps & Bell first reported a position in USO in Q4 2016 and held it in 1 quarter. The position peaked at $176K in Q4 2016. 169 funds tracked by Wall St. Rank hold USO as of Q1 2017.

  • Badgley, Phelps & Bell reported no remaining United States Oil Fund position as of Q1 2017 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 1,875 United States Oil Fund shares in Q1 2017, an estimated $176K.
  • Badgley, Phelps & Bell first reported a position in United States Oil Fund in Q4 2016 and held it in 1 quarter.
  • Badgley, Phelps & Bell's United States Oil Fund position peaked at $176K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2017.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2017, filed 15 May 2017.