Boston Private Bank & Trust’s United States Oil Fund USO Stock Holding History

Boston Private Bank & Trust’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
2014 Q4	–	Sell	-41	Closed	-$11K	–	1194
2014 Q3	$11K	Hold	41	–	–	﹤0.01%	861
2014 Q2	$13K	Hold	41	–	–	﹤0.01%	793
2014 Q1	$12K	Hold	41	–	–	﹤0.01%	829
2013 Q4	$11K	Hold	41	–	–	﹤0.01%	835
2013 Q3	$12K	Hold	41	–	–	﹤0.01%	789
2013 Q2	$11K	Buy	+41	New	+$11K	﹤0.01%	761

Other funds holding USO

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Boston Private Bank & Trust's USO Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of United States Oil Fund (USO) in Q4 2014, closing a stake of 41 shares — an estimated $11K sold.

Boston Private Bank & Trust first reported a position in USO in Q2 2013 and held it in 6 quarters. The position peaked at $13K in Q2 2014. 105 funds tracked by Wall St. Rank hold USO as of Q4 2014.

Boston Private Bank & Trust reported no remaining United States Oil Fund position as of Q4 2014 after selling out during the quarter.
Boston Private Bank & Trust sold 41 United States Oil Fund shares in Q4 2014, an estimated $11K.
Boston Private Bank & Trust first reported a position in United States Oil Fund in Q2 2013 and held it in 6 quarters.
Boston Private Bank & Trust's United States Oil Fund position peaked at $13K in Q2 2014.
105 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.