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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

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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.