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Curian Capital’s United States Oil Fund USO Stock Holding History

Curian Capital’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
2014
Q2 		– Sell
-4,125
Closed -$1.21M – 611
2014
Q1 		$1.21M Buy
+4,125
New +$1.17M 0.02% 390
2013
Q4 		– Sell
-31,869
Closed -$9.39M – 574
2013
Q3 		$9.39M Buy
+31,869
New +$9.61M 0.17% 136

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Curian Capital's USO Position: Q2 2014 in Review

Curian Capital sold out of United States Oil Fund (USO) in Q2 2014, closing a stake of 4,125 shares — an estimated $1.21M sold.

Curian Capital first reported a position in USO in Q3 2013 and held it in 2 quarters. The position peaked at $9.39M in Q3 2013. 74 funds tracked by Wall St. Rank hold USO as of Q2 2014.

  • Curian Capital reported no remaining United States Oil Fund position as of Q2 2014 after selling out during the quarter.
  • Curian Capital sold 4,125 United States Oil Fund shares in Q2 2014, an estimated $1.21M.
  • Curian Capital first reported a position in United States Oil Fund in Q3 2013 and held it in 2 quarters.
  • Curian Capital's United States Oil Fund position peaked at $9.39M in Q3 2013.
  • 74 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2014.

Based on Curian Capital's 13F filing for Q2 2014, filed 29 Jul 2014.