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City Financial Investment Company’s United States Oil Fund USO Stock Holding History

City Financial Investment Company’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
Q3 		– Sell
-35,073
Closed -$2.67M – 94
2017
Q2 		$2.67M Buy
+35,073
New +$2.81M 0.29% 63

Other funds holding USO

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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

City Financial Investment Company's USO Position: Q3 2017 in Review

City Financial Investment Company sold out of United States Oil Fund (USO) in Q3 2017, closing a stake of 35,073 shares — an estimated $2.67M sold.

City Financial Investment Company first reported a position in USO in Q2 2017 and held it in 1 quarter. The position peaked at $2.67M in Q2 2017. 171 funds tracked by Wall St. Rank hold USO as of Q3 2017.

  • City Financial Investment Company reported no remaining United States Oil Fund position as of Q3 2017 after selling out during the quarter.
  • City Financial Investment Company sold 35,073 United States Oil Fund shares in Q3 2017, an estimated $2.67M.
  • City Financial Investment Company first reported a position in United States Oil Fund in Q2 2017 and held it in 1 quarter.
  • City Financial Investment Company's United States Oil Fund position peaked at $2.67M in Q2 2017.
  • 171 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2017.

Based on City Financial Investment Company's 13F filing for Q3 2017, filed 14 Nov 2017.