IWA
USO icon

IBEX Wealth Advisors’s United States Oil Fund USO Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-19
Closed -$1K – 375
2019
Q2 		$1K Buy
+19
New +$1.9K ﹤0.01% 416

Other funds holding USO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IBEX Wealth Advisors's USO Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of United States Oil Fund (USO) in Q3 2019, closing a stake of 19 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in USO in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 127 funds tracked by Wall St. Rank hold USO as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining United States Oil Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 19 United States Oil Fund shares in Q3 2019, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in United States Oil Fund in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's United States Oil Fund position peaked at $1K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.