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Holistic Financial Partners’s United States Oil Fund USO Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-106
Closed -$11K – 347
2018
Q1 		$11K Sell
106
-2
-2% -$202 0.01% 313
2017
Q4 		$10K Buy
+108
New +$9.59K 0.01% 332

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Bank of America
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JP Morgan Chase
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Holistic Financial Partners's USO Position: Q2 2018 in Review

Holistic Financial Partners sold out of United States Oil Fund (USO) in Q2 2018, closing a stake of 106 shares — an estimated $11K sold.

Holistic Financial Partners first reported a position in USO in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 158 funds tracked by Wall St. Rank hold USO as of Q2 2018.

  • Holistic Financial Partners reported no remaining United States Oil Fund position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 106 United States Oil Fund shares in Q2 2018, an estimated $11K.
  • Holistic Financial Partners first reported a position in United States Oil Fund in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's United States Oil Fund position peaked at $11K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.