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Chicago Partners Investment Group’s United States Oil Fund USO Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-1
Closed – – 1103
2018
Q2 		$0 Buy
+1
New +$110 ﹤0.01% 995
2017
Q2 		– Sell
-296
Closed -$25K – 788
2017
Q1 		$25K Hold
296
– – 0.01% 389
2016
Q4 		$28K Buy
+296
New +$26.1K 0.01% 353
2016
Q3 		– Sell
-640
Closed -$59K – 504
2016
Q2 		$59K Buy
640
+125
+24% +$11.2K 0.03% 236
2016
Q1 		$40K Buy
+515
New +$38.5K 0.02% 251

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Chicago Partners Investment Group's USO Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of United States Oil Fund (USO) in Q3 2018, closing a stake of 1 share.

Chicago Partners Investment Group first reported a position in USO in Q1 2016 and held it in 5 quarters. The position peaked at $59K in Q2 2016. 164 funds tracked by Wall St. Rank hold USO as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining United States Oil Fund position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1 United States Oil Fund share in Q3 2018.
  • Chicago Partners Investment Group first reported a position in United States Oil Fund in Q1 2016 and held it in 5 quarters.
  • Chicago Partners Investment Group's United States Oil Fund position peaked at $59K in Q2 2016.
  • 164 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.