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Gerstein Fisher’s United States Oil Fund USO Stock Holding History

Gerstein Fisher’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
2016
Q2 		– Sell
-2,685
Closed -$208K – 437
2016
Q1 		$208K Hold
2,685
– – 0.03% 367
2015
Q4 		$236K Buy
2,685
+22
+0.8% +$2.34K 0.03% 350
2015
Q3 		$313K Buy
+2,663
New +$327K 0.05% 304

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gerstein Fisher's USO Position: Q2 2016 in Review

Gerstein Fisher sold out of United States Oil Fund (USO) in Q2 2016, closing a stake of 2,685 shares — an estimated $208K sold.

Gerstein Fisher first reported a position in USO in Q3 2015 and held it in 3 quarters. The position peaked at $313K in Q3 2015. 172 funds tracked by Wall St. Rank hold USO as of Q2 2016.

  • Gerstein Fisher reported no remaining United States Oil Fund position as of Q2 2016 after selling out during the quarter.
  • Gerstein Fisher sold 2,685 United States Oil Fund shares in Q2 2016, an estimated $208K.
  • Gerstein Fisher first reported a position in United States Oil Fund in Q3 2015 and held it in 3 quarters.
  • Gerstein Fisher's United States Oil Fund position peaked at $313K in Q3 2015.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2016.

Based on Gerstein Fisher's 13F filing for Q2 2016, filed 8 Aug 2016.