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

IHT 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
2018
Q2 		– Sell
-391
Closed -$40K – 1319
2018
Q1 		$40K Sell
391
-431
-52% -$43.5K 0.01% 751
2017
Q4 		$81K Buy
+822
New +$73K 0.02% 551

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

IHT Wealth Management's USO Position: Q2 2018 in Review

IHT Wealth Management sold out of United States Oil Fund (USO) in Q2 2018, closing a stake of 391 shares — an estimated $40K sold.

IHT Wealth Management first reported a position in USO in Q4 2017 and held it in 2 quarters. The position peaked at $81K in Q4 2017. 158 funds tracked by Wall St. Rank hold USO as of Q2 2018.

  • IHT Wealth Management reported no remaining United States Oil Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 391 United States Oil Fund shares in Q2 2018, an estimated $40K.
  • IHT Wealth Management first reported a position in United States Oil Fund in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's United States Oil Fund position peaked at $81K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.