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Boston Advisors’s United States Oil Fund USO Stock Holding History

Boston Advisors’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
Q3 		– Sell
-2,221
Closed -$353K – 784
2015
Q2 		$353K Sell
2,221
-61
-3% -$9.69K 0.01% 570
2015
Q1 		$307K Sell
2,282
-129
-5% -$18.6K 0.01% 573
2014
Q4 		$393K Buy
+2,411
New +$535K 0.02% 392

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Boston Advisors's USO Position: Q3 2015 in Review

Boston Advisors sold out of United States Oil Fund (USO) in Q3 2015, closing a stake of 2,221 shares — an estimated $353K sold.

Boston Advisors first reported a position in USO in Q4 2014 and held it in 3 quarters. The position peaked at $393K in Q4 2014. 141 funds tracked by Wall St. Rank hold USO as of Q3 2015.

  • Boston Advisors reported no remaining United States Oil Fund position as of Q3 2015 after selling out during the quarter.
  • Boston Advisors sold 2,221 United States Oil Fund shares in Q3 2015, an estimated $353K.
  • Boston Advisors first reported a position in United States Oil Fund in Q4 2014 and held it in 3 quarters.
  • Boston Advisors's United States Oil Fund position peaked at $393K in Q4 2014.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2015.

Based on Boston Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.