Edge Advisors’s United States Oil Fund USO Stock Holding History

Edge Advisors’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	-504	Closed	-$38K	–	1000
2017 Q2	$38K	Buy	504 +29	+6%	+$2.32K	﹤0.01%	553
2017 Q1	$40K	Buy	+475	New	+$42.1K	﹤0.01%	554

Other funds holding USO

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Advisors's USO Position: Q3 2017 in Review

Edge Advisors sold out of United States Oil Fund (USO) in Q3 2017, closing a stake of 504 shares — an estimated $38K sold.

Edge Advisors first reported a position in USO in Q1 2017 and held it in 2 quarters. The position peaked at $40K in Q1 2017. 171 funds tracked by Wall St. Rank hold USO as of Q3 2017.

Edge Advisors reported no remaining United States Oil Fund position as of Q3 2017 after selling out during the quarter.
Edge Advisors sold 504 United States Oil Fund shares in Q3 2017, an estimated $38K.
Edge Advisors first reported a position in United States Oil Fund in Q1 2017 and held it in 2 quarters.
Edge Advisors's United States Oil Fund position peaked at $40K in Q1 2017.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.