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Baird’s United States 12 Month Oil Fund, USL Stock Holding History

Baird’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
2013
Q4 		– Sell
-10,313
Closed -$445K – 1145
2013
Q3 		$445K Buy
+10,313
New +$446K 0.01% 833

Other funds holding USL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

Baird's USL Position: Q4 2013 in Review

Baird sold out of United States 12 Month Oil Fund, (USL) in Q4 2013, closing a stake of 10,313 shares — an estimated $445K sold.

Baird first reported a position in USL in Q3 2013 and held it in 1 quarter. The position peaked at $445K in Q3 2013. 18 funds tracked by Wall St. Rank hold USL as of Q4 2013.

  • Baird reported no remaining United States 12 Month Oil Fund, position as of Q4 2013 after selling out during the quarter.
  • Baird sold 10,313 United States 12 Month Oil Fund, shares in Q4 2013, an estimated $445K.
  • Baird first reported a position in United States 12 Month Oil Fund, in Q3 2013 and held it in 1 quarter.
  • Baird's United States 12 Month Oil Fund, position peaked at $445K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q4 2013.

Based on Baird's 13F filing for Q4 2013, filed 12 Feb 2014.