Baird’s United States Oil Fund USO Stock Holding History

Baird’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
2015 Q1	$310K	Buy	2,301 +782	+51%	+$113K	﹤0.01%	1098
2014 Q4	$247K	Buy	+1,519	New	+$337K	﹤0.01%	1147

Other funds holding USO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

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

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Baird's USO Position: Q1 2015 in Review

Baird increased its United States Oil Fund (USO) stake by 51% in Q1 2015, buying an estimated $113K and bringing the position to 2,301 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Baird first reported a position in USO in Q4 2014 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold USO as of Q1 2015.

Baird held 2,301 shares of United States Oil Fund worth $310K as of Q1 2015.
Baird bought 782 United States Oil Fund shares in Q1 2015, an estimated $113K.
United States Oil Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1098 holding.
Baird first reported a position in United States Oil Fund in Q4 2014 and has held it in 2 quarters since.
141 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.