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Concert Wealth Management’s United States 12 Month Oil Fund, USL Stock Holding History

Concert Wealth Management’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-57,914
Closed -$987K – 717
2015
Q4 		$987K Buy
+57,914
New +$1.12M 0.13% 195

Other funds holding USL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Concert Wealth Management's USL Position: Q1 2016 in Review

Concert Wealth Management sold out of United States 12 Month Oil Fund, (USL) in Q1 2016, closing a stake of 57,914 shares — an estimated $987K sold.

Concert Wealth Management first reported a position in USL in Q4 2015 and held it in 1 quarter. The position peaked at $987K in Q4 2015. 26 funds tracked by Wall St. Rank hold USL as of Q1 2016.

  • Concert Wealth Management reported no remaining United States 12 Month Oil Fund, position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 57,914 United States 12 Month Oil Fund, shares in Q1 2016, an estimated $987K.
  • Concert Wealth Management first reported a position in United States 12 Month Oil Fund, in Q4 2015 and held it in 1 quarter.
  • Concert Wealth Management's United States 12 Month Oil Fund, position peaked at $987K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.