Genovese Burford & Brothers Wealth & Retirement Plan Management’s United States Oil Fund USO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q4	–	Sell	-70	Closed	-$5K	–	440
2017 Q3	$5K	Hold	70	–	–	﹤0.01%	335
2017 Q2	$5K	Hold	70	–	–	﹤0.01%	318
2017 Q1	$6K	Hold	70	–	–	﹤0.01%	343
2016 Q4	$7K	Hold	70	–	–	﹤0.01%	360
2016 Q3	$6K	Hold	70	–	–	﹤0.01%	338
2016 Q2	$6K	Buy	+70	New	+$6.27K	﹤0.01%	316

Other funds holding USO

Citigroup New York $303B AUM 53.02% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's USO Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of United States Oil Fund (USO) in Q4 2017, closing a stake of 70 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in USO in Q2 2016 and held it in 6 quarters. The position peaked at $7K in Q4 2016. 165 funds tracked by Wall St. Rank hold USO as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining United States Oil Fund position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 70 United States Oil Fund shares in Q4 2017, an estimated $5K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in United States Oil Fund in Q2 2016 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's United States Oil Fund position peaked at $7K in Q4 2016.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.