Brightworth’s United States Oil Fund USO Stock Holding History

Brightworth’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
2019 Q3	–	Sell	-1,469	Closed	-$141K	–	93
2019 Q2	$141K	Hold	1,469	–	–	0.03%	88
2019 Q1	$147K	Hold	1,469	–	–	0.03%	91
2018 Q4	$114K	Hold	1,469	–	–	0.03%	89
2018 Q3	$182K	Hold	1,469	–	–	0.04%	91
2018 Q2	$177K	Hold	1,469	–	–	0.04%	89
2018 Q1	$154K	Hold	1,469	–	–	0.04%	123
2017 Q4	$141K	Hold	1,469	–	–	0.03%	117
2017 Q3	$123K	Hold	1,469	–	–	0.03%	128
2017 Q2	$112K	Hold	1,469	–	–	0.06%	40
2017 Q1	$125K	Hold	1,469	–	–	0.07%	38
2016 Q4	$138K	Buy	+1,469	New	+$130K	0.08%	46

Other funds holding USO

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brightworth's USO Position: Q3 2019 in Review

Brightworth sold out of United States Oil Fund (USO) in Q3 2019, closing a stake of 1,469 shares — an estimated $141K sold.

Brightworth first reported a position in USO in Q4 2016 and held it in 11 quarters. The position peaked at $182K in Q3 2018. 127 funds tracked by Wall St. Rank hold USO as of Q3 2019.

Brightworth reported no remaining United States Oil Fund position as of Q3 2019 after selling out during the quarter.
Brightworth sold 1,469 United States Oil Fund shares in Q3 2019, an estimated $141K.
Brightworth first reported a position in United States Oil Fund in Q4 2016 and held it in 11 quarters.
Brightworth's United States Oil Fund position peaked at $182K in Q3 2018.
127 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2019.

Based on Brightworth's 13F filing for Q3 2019, filed 1 Nov 2019.