Independence Bank of Kentucky’s United States Oil Fund USO Stock Holding History

Independence Bank of Kentucky’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 Q4	–	Sell	-250	Closed	-$23K	–	369
2019 Q3	$23K	Hold	250	–	–	0.02%	253
2019 Q2	$24K	Hold	250	–	–	0.02%	221
2019 Q1	$25K	Hold	250	–	–	0.02%	223
2018 Q4	$19K	Hold	250	–	–	0.02%	231
2018 Q3	$31K	Hold	250	–	–	0.02%	217
2018 Q2	$30K	Hold	250	–	–	0.03%	198
2018 Q1	$26K	Hold	250	–	–	0.02%	209
2017 Q4	$24K	Buy	+250	New	+$22.2K	0.02%	211

Other funds holding USO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Independence Bank of Kentucky's USO Position: Q4 2019 in Review

Independence Bank of Kentucky sold out of United States Oil Fund (USO) in Q4 2019, closing a stake of 250 shares — an estimated $23K sold.

Independence Bank of Kentucky first reported a position in USO in Q4 2017 and held it in 8 quarters. The position peaked at $31K in Q3 2018. 141 funds tracked by Wall St. Rank hold USO as of Q4 2019.

Independence Bank of Kentucky reported no remaining United States Oil Fund position as of Q4 2019 after selling out during the quarter.
Independence Bank of Kentucky sold 250 United States Oil Fund shares in Q4 2019, an estimated $23K.
Independence Bank of Kentucky first reported a position in United States Oil Fund in Q4 2017 and held it in 8 quarters.
Independence Bank of Kentucky's United States Oil Fund position peaked at $31K in Q3 2018.
141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2019.

Based on Independence Bank of Kentucky's 13F filing for Q4 2019, filed 31 Jan 2020.