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Gupta Wealth Management’s United States Oil Fund USO Stock Holding History

Gupta Wealth 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
2016
Q1 		$322K Buy
4,154
+250
+6% +$18.7K 0.08% 186
2015
Q4 		$344K Buy
3,904
+625
+19% +$66.6K 0.09% 175
2015
Q3 		$385K Sell
3,279
-7
-0.2% -$860 0.09% 160
2015
Q2 		$523K Buy
3,286
+2,117
+181% +$336K 0.13% 143
2015
Q1 		$157K Buy
+1,169
New +$168K 0.05% 253

Other funds holding USO

HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Gupta Wealth Management's USO Position: Q1 2016 in Review

Gupta Wealth Management increased its United States Oil Fund (USO) stake by 6.4% in Q1 2016, buying an estimated $18.7K and bringing the position to 4,154 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #186.

Gupta Wealth Management first reported a position in USO in Q1 2015 and has held it in 5 quarters since. The position peaked at $523K in Q2 2015. 187 funds tracked by Wall St. Rank hold USO as of Q1 2016.

  • Gupta Wealth Management held 4,154 shares of United States Oil Fund worth $322K as of Q1 2016.
  • Gupta Wealth Management bought 250 United States Oil Fund shares in Q1 2016, an estimated $18.7K.
  • United States Oil Fund made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #186 holding.
  • Gupta Wealth Management first reported a position in United States Oil Fund in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's United States Oil Fund position peaked at $523K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.