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

Cornerstone 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
2017
Q4 		– Sell
-2,367
Closed -$189K – 421
2017
Q3 		$189K Sell
2,367
-900
-28% -$70.9K 0.04% 373
2017
Q2 		$235K Sell
3,267
-664
-17% -$53.1K 0.05% 321
2017
Q1 		$338K Sell
3,931
-39
-1% -$3.45K 0.08% 230
2016
Q4 		$363K Sell
3,970
-192
-5% -$17K 0.12% 167
2016
Q3 		$369K Buy
+4,162
New +$350K 0.14% 150

Other funds holding USO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cornerstone Wealth Management's USO Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of United States Oil Fund (USO) in Q4 2017, closing a stake of 2,367 shares — an estimated $189K sold.

Cornerstone Wealth Management first reported a position in USO in Q3 2016 and held it in 5 quarters. The position peaked at $369K in Q3 2016. 165 funds tracked by Wall St. Rank hold USO as of Q4 2017.

  • Cornerstone Wealth Management reported no remaining United States Oil Fund position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,367 United States Oil Fund shares in Q4 2017, an estimated $189K.
  • Cornerstone Wealth Management first reported a position in United States Oil Fund in Q3 2016 and held it in 5 quarters.
  • Cornerstone Wealth Management's United States Oil Fund position peaked at $369K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.