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Capstone Financial Advisors’s United States Oil Fund USO Stock Holding History

Capstone Financial 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
Q2 		– Sell
-1,572
Closed -$212K – 108
2015
Q1 		$212K Buy
+1,572
New +$226K 0.08% 75

Other funds holding USO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HBK Investments
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capstone Financial Advisors's USO Position: Q2 2015 in Review

Capstone Financial Advisors sold out of United States Oil Fund (USO) in Q2 2015, closing a stake of 1,572 shares — an estimated $212K sold.

Capstone Financial Advisors first reported a position in USO in Q1 2015 and held it in 1 quarter. The position peaked at $212K in Q1 2015. 130 funds tracked by Wall St. Rank hold USO as of Q2 2015.

  • Capstone Financial Advisors reported no remaining United States Oil Fund position as of Q2 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,572 United States Oil Fund shares in Q2 2015, an estimated $212K.
  • Capstone Financial Advisors first reported a position in United States Oil Fund in Q1 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's United States Oil Fund position peaked at $212K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2015.

Based on Capstone Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.