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Financial Architects (New Jersey)’s United States Oil Fund USO Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-125
Closed -$4K – 745
2020
Q2 		$4K Sell
125
-52
-29% -$1.42K ﹤0.01% 759
2020
Q1 		$6K Buy
+177
New +$13.6K ﹤0.01% 692
2019
Q3 		– Sell
-125
Closed -$12K – 1183
2019
Q2 		$12K Sell
125
-213
-63% -$21.2K ﹤0.01% 858
2019
Q1 		$34K Sell
338
-50
-13% -$4.6K 0.01% 729
2018
Q4 		$30K Buy
+388
New +$39K 0.01% 695
2018
Q3 		– Sell
-75
Closed -$8.66K – 1513
2018
Q2 		$9K Sell
75
-4,813
-98% -$528K ﹤0.01% 1026
2018
Q1 		$512K Sell
4,888
-1,050
-18% -$106K 0.1% 156
2017
Q4 		$570K Sell
5,938
-4,829
-45% -$429K 0.1% 145
2017
Q3 		$898K Hold
10,767
– – 0.16% 106
2017
Q2 		$818K Buy
10,767
+2,500
+30% +$200K 0.15% 107
2017
Q1 		$704K Buy
8,267
+469
+6% +$41.5K 0.12% 125
2016
Q4 		$732K Sell
7,798
-38
-0.5% -$3.35K 0.17% 109
2016
Q3 		$685K Buy
7,836
+163
+2% +$13.7K 0.18% 106
2016
Q2 		$710K Buy
7,673
+4,137
+117% +$370K 0.2% 102
2016
Q1 		$274K Buy
3,536
+1,311
+59% +$97.9K 0.1% 152
2015
Q4 		$196K Sell
2,225
-554
-20% -$59K 0.08% 207
2015
Q3 		$326K Buy
2,779
+819
+42% +$101K 0.14% 141
2015
Q2 		$312K Sell
1,960
-100
-5% -$15.9K 0.11% 139
2015
Q1 		$278K Buy
2,060
+1,947
+1,723% +$280K 0.11% 149
2014
Q4 		$18K Buy
+113
New +$25.1K 0.01% 556
2013
Q4 		– Sell
-150
Closed -$44K – 544
2013
Q3 		$44K Hold
150
– – 0.03% 261
2013
Q2 		$41K Buy
+150
New +$40.2K 0.03% 259

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Financial Architects (New Jersey)'s USO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of United States Oil Fund (USO) in Q3 2020, closing a stake of 125 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in USO in Q2 2013 and held it in 22 quarters. The position peaked at $898K in Q3 2017. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining United States Oil Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 125 United States Oil Fund shares in Q3 2020, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in United States Oil Fund in Q2 2013 and held it in 22 quarters.
  • Financial Architects (New Jersey)'s United States Oil Fund position peaked at $898K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.