Icon Wealth Partners’s United States Oil Fund USO Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-45	Closed	-$5K	–	737
2019 Q1	$5K	Buy	+45	New	+$4.14K	﹤0.01%	762

Other funds holding USO

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Icon Wealth Partners's USO Position: Q2 2019 in Review

Icon Wealth Partners sold out of United States Oil Fund (USO) in Q2 2019, closing a stake of 45 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in USO in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 143 funds tracked by Wall St. Rank hold USO as of Q2 2019.

Icon Wealth Partners reported no remaining United States Oil Fund position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 45 United States Oil Fund shares in Q2 2019, an estimated $5K.
Icon Wealth Partners first reported a position in United States Oil Fund in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's United States Oil Fund position peaked at $5K in Q1 2019.
143 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.