Clarus Wealth Advisors’s United States Oil Fund USO Stock Holding History

Clarus Wealth 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
2018 Q4	–	Sell	-1,936	Closed	-$240K	–	720
2018 Q3	$240K	Sell	1,936 -1,961	-50%	-$227K	0.16%	100
2018 Q2	$408K	Hold	3,897	–	–	0.31%	35
2018 Q1	$408K	Buy	3,897 +1,879	+93%	+$190K	0.38%	35
2017 Q4	$194K	Buy	+2,018	New	+$179K	0.19%	113

Other funds holding USO

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clarus Wealth Advisors's USO Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of United States Oil Fund (USO) in Q4 2018, closing a stake of 1,936 shares — an estimated $240K sold.

Clarus Wealth Advisors first reported a position in USO in Q4 2017 and held it in 4 quarters. The position peaked at $408K in Q2 2018. 166 funds tracked by Wall St. Rank hold USO as of Q4 2018.

Clarus Wealth Advisors reported no remaining United States Oil Fund position as of Q4 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 1,936 United States Oil Fund shares in Q4 2018, an estimated $240K.
Clarus Wealth Advisors first reported a position in United States Oil Fund in Q4 2017 and held it in 4 quarters.
Clarus Wealth Advisors's United States Oil Fund position peaked at $408K in Q2 2018.
166 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.