Calton & Associates’s United States Oil Fund USO Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-438	Closed	-$45K	–	1218
2017 Q4	$45K	Buy	+438	New	+$38.9K	0.01%	714

Other funds holding USO

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

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

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Calton & Associates's USO Position: Q1 2018 in Review

Calton & Associates sold out of United States Oil Fund (USO) in Q1 2018, closing a stake of 438 shares — an estimated $45K sold.

Calton & Associates first reported a position in USO in Q4 2017 and held it in 1 quarter. The position peaked at $45K in Q4 2017. 162 funds tracked by Wall St. Rank hold USO as of Q1 2018.

Calton & Associates reported no remaining United States Oil Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 438 United States Oil Fund shares in Q1 2018, an estimated $45K.
Calton & Associates first reported a position in United States Oil Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's United States Oil Fund position peaked at $45K in Q4 2017.
162 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.