BWP
USO icon

Baldwin Wealth Partners’s United States Oil Fund USO Stock Holding History

Baldwin Wealth 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
2017
Q1 		– Sell
-34
Closed -$3K – 541
2016
Q4 		$3K Buy
+34
New +$3K ﹤0.01% 484

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baldwin Wealth Partners's USO Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of United States Oil Fund (USO) in Q1 2017, closing a stake of 34 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in USO in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 169 funds tracked by Wall St. Rank hold USO as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining United States Oil Fund position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 34 United States Oil Fund shares in Q1 2017, an estimated $3K.
  • Baldwin Wealth Partners first reported a position in United States Oil Fund in Q4 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's United States Oil Fund position peaked at $3K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.