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Financial Services Advisory’s United States Oil Fund USO Stock Holding History

Financial Services Advisory’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
Q3 		– Sell
-12,134
Closed -$1.46M – 22
2018
Q2 		$1.46M Sell
12,134
-1,459
-11% -$160K 1.26% 13
2018
Q1 		$1.42M Buy
+13,593
New +$1.37M 1.52% 16

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Financial Services Advisory's USO Position: Q3 2018 in Review

Financial Services Advisory sold out of United States Oil Fund (USO) in Q3 2018, closing a stake of 12,134 shares — an estimated $1.46M sold.

Financial Services Advisory first reported a position in USO in Q1 2018 and held it in 2 quarters. The position peaked at $1.46M in Q2 2018. 164 funds tracked by Wall St. Rank hold USO as of Q3 2018.

  • Financial Services Advisory reported no remaining United States Oil Fund position as of Q3 2018 after selling out during the quarter.
  • Financial Services Advisory sold 12,134 United States Oil Fund shares in Q3 2018, an estimated $1.46M.
  • Financial Services Advisory first reported a position in United States Oil Fund in Q1 2018 and held it in 2 quarters.
  • Financial Services Advisory's United States Oil Fund position peaked at $1.46M in Q2 2018.
  • 164 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2018.

Based on Financial Services Advisory's 13F filing for Q3 2018, filed 10 Oct 2018.