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Concert Wealth Management’s United States Oil Fund USO Stock Holding History

Concert Wealth Management’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
-2,756
Closed -$24K – 721
2015
Q1 		$24K Buy
+2,756
New +$397K 0.01% 454

Other funds holding USO

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Citigroup
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concert Wealth Management's USO Position: Q2 2015 in Review

Concert Wealth Management sold out of United States Oil Fund (USO) in Q2 2015, closing a stake of 2,756 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in USO in Q1 2015 and held it in 1 quarter. The position peaked at $24K in Q1 2015. 130 funds tracked by Wall St. Rank hold USO as of Q2 2015.

  • Concert Wealth Management reported no remaining United States Oil Fund position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 2,756 United States Oil Fund shares in Q2 2015, an estimated $24K.
  • Concert Wealth Management first reported a position in United States Oil Fund in Q1 2015 and held it in 1 quarter.
  • Concert Wealth Management's United States Oil Fund position peaked at $24K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.