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

BSW 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 Q4	–	Sell	-1,388	Closed	-$116K	–	97
2017 Q3	$116K	Buy	+1,388	New	+$109K	0.05%	85

Other funds holding USO

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

BSW Wealth Partners's USO Position: Q4 2017 in Review

BSW Wealth Partners sold out of United States Oil Fund (USO) in Q4 2017, closing a stake of 1,388 shares — an estimated $116K sold.

BSW Wealth Partners first reported a position in USO in Q3 2017 and held it in 1 quarter. The position peaked at $116K in Q3 2017. 165 funds tracked by Wall St. Rank hold USO as of Q4 2017.

BSW Wealth Partners reported no remaining United States Oil Fund position as of Q4 2017 after selling out during the quarter.
BSW Wealth Partners sold 1,388 United States Oil Fund shares in Q4 2017, an estimated $116K.
BSW Wealth Partners first reported a position in United States Oil Fund in Q3 2017 and held it in 1 quarter.
BSW Wealth Partners's United States Oil Fund position peaked at $116K in Q3 2017.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2017.

Based on BSW Wealth Partners's 13F filing for Q4 2017, filed 8 Feb 2018.