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

Edge 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
2018 Q1	–	Sell	-25	Closed	-$2K	–	581
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	484
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	494
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	487
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	463
2016 Q4	$2K	Hold	25	–	–	﹤0.01%	438
2016 Q3	$2K	Hold	25	–	–	﹤0.01%	443
2016 Q2	$2K	Hold	25	–	–	﹤0.01%	414
2016 Q1	$2K	Buy	+25	New	+$1.87K	﹤0.01%	390
2013 Q3	–	Sell	-98	Closed	-$27K	–	362
2013 Q2	$27K	Buy	+98	New	+$26.3K	0.02%	166

Other funds holding USO

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Edge Wealth Management's USO Position: Q1 2018 in Review

Edge Wealth Management sold out of United States Oil Fund (USO) in Q1 2018, closing a stake of 25 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in USO in Q2 2013 and held it in 9 quarters. The position peaked at $27K in Q2 2013. 162 funds tracked by Wall St. Rank hold USO as of Q1 2018.

Edge Wealth Management reported no remaining United States Oil Fund position as of Q1 2018 after selling out during the quarter.
Edge Wealth Management sold 25 United States Oil Fund shares in Q1 2018, an estimated $2K.
Edge Wealth Management first reported a position in United States Oil Fund in Q2 2013 and held it in 9 quarters.
Edge Wealth Management's United States Oil Fund position peaked at $27K in Q2 2013.
162 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2018.

Based on Edge Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.