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Independent Advisor Alliance’s United States 12 Month Oil Fund, USL Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-11,335
Closed -$261K – 825
2019
Q4 		$261K Buy
+11,335
New +$243K 0.01% 730

Other funds holding USL

HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's USL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of United States 12 Month Oil Fund, (USL) in Q1 2020, closing a stake of 11,335 shares — an estimated $261K sold.

Independent Advisor Alliance first reported a position in USL in Q4 2019 and held it in 1 quarter. The position peaked at $261K in Q4 2019. 19 funds tracked by Wall St. Rank hold USL as of Q1 2020.

  • Independent Advisor Alliance reported no remaining United States 12 Month Oil Fund, position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,335 United States 12 Month Oil Fund, shares in Q1 2020, an estimated $261K.
  • Independent Advisor Alliance first reported a position in United States 12 Month Oil Fund, in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's United States 12 Month Oil Fund, position peaked at $261K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.