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D.A. Davidson & Co’s United States Oil Fund USO Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-9
Closed – – 1946
2017
Q2 		$0 Hold
9
– – ﹤0.01% 2438
2017
Q1 		$0 Hold
9
– – ﹤0.01% 2497
2016
Q4 		$0 Hold
9
– – ﹤0.01% 2518
2016
Q3 		$0 Hold
9
– – ﹤0.01% 2475
2016
Q2 		$0 Hold
9
– – ﹤0.01% 2400
2016
Q1 		$0 Buy
+9
New +$672 ﹤0.01% 2345
2014
Q2 		– Sell
-20
Closed -$5K – 2177
2014
Q1 		$5K Buy
+20
New +$5.65K ﹤0.01% 1933

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.A. Davidson & Co's USO Position: Q3 2017 in Review

D.A. Davidson & Co sold out of United States Oil Fund (USO) in Q3 2017, closing a stake of 9 shares.

D.A. Davidson & Co first reported a position in USO in Q1 2014 and held it in 7 quarters. The position peaked at $5K in Q1 2014. 171 funds tracked by Wall St. Rank hold USO as of Q3 2017.

  • D.A. Davidson & Co reported no remaining United States Oil Fund position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 9 United States Oil Fund shares in Q3 2017.
  • D.A. Davidson & Co first reported a position in United States Oil Fund in Q1 2014 and held it in 7 quarters.
  • D.A. Davidson & Co's United States Oil Fund position peaked at $5K in Q1 2014.
  • 171 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.