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Global Financial Private Client’s United States Oil Fund USO Stock Holding History

Global Financial Private Client’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
2021
Q1 		– Sell
-1,750
Closed -$57.8K – 592
2020
Q4 		$57.8K Hold
1,750
– – 0.05% 183
2020
Q3 		$48.1K Hold
1,750
– – 0.04% 195
2020
Q2 		$49.6K Buy
+1,750
New +$47.9K 0.04% 208

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Global Financial Private Client's USO Position: Q1 2021 in Review

Global Financial Private Client sold out of United States Oil Fund (USO) in Q1 2021, closing a stake of 1,750 shares — an estimated $57.8K sold.

Global Financial Private Client first reported a position in USO in Q2 2020 and held it in 3 quarters. The position peaked at $57.8K in Q4 2020. 185 funds tracked by Wall St. Rank hold USO as of Q1 2021.

  • Global Financial Private Client reported no remaining United States Oil Fund position as of Q1 2021 after selling out during the quarter.
  • Global Financial Private Client sold 1,750 United States Oil Fund shares in Q1 2021, an estimated $57.8K.
  • Global Financial Private Client first reported a position in United States Oil Fund in Q2 2020 and held it in 3 quarters.
  • Global Financial Private Client's United States Oil Fund position peaked at $57.8K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.