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Howard Capital Management (New York)’s United States 12 Month Oil Fund, USL Stock Holding History

Howard Capital Management (New York)’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,000
Closed -$283K – 104
2014
Q2 		$283K Hold
6,000
– – 0.06% 86
2014
Q1 		$264K Hold
6,000
– – 0.05% 87
2013
Q4 		$257K Hold
6,000
– – 0.05% 91
2013
Q3 		$259K Hold
6,000
– – 0.06% 79
2013
Q2 		$240K Buy
+6,000
New +$238K 0.06% 82

Other funds holding USL

GLI
Guardian Life Insurance New York $199K AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Howard Capital Management (New York)'s USL Position: Q3 2014 in Review

Howard Capital Management (New York) sold out of United States 12 Month Oil Fund, (USL) in Q3 2014, closing a stake of 6,000 shares — an estimated $283K sold.

Howard Capital Management (New York) first reported a position in USL in Q2 2013 and held it in 5 quarters. The position peaked at $283K in Q2 2014. 19 funds tracked by Wall St. Rank hold USL as of Q3 2014.

  • Howard Capital Management (New York) reported no remaining United States 12 Month Oil Fund, position as of Q3 2014 after selling out during the quarter.
  • Howard Capital Management (New York) sold 6,000 United States 12 Month Oil Fund, shares in Q3 2014, an estimated $283K.
  • Howard Capital Management (New York) first reported a position in United States 12 Month Oil Fund, in Q2 2013 and held it in 5 quarters.
  • Howard Capital Management (New York)'s United States 12 Month Oil Fund, position peaked at $283K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q3 2014.

Based on Howard Capital Management (New York)'s 13F filing for Q3 2014, filed 20 Oct 2014.