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Integrated Wealth Counsel’s United States Oil Fund USO Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$59K Hold
625
– – 0.13% 67
2016
Q3 		$55K Buy
+625
New +$52.5K 0.12% 67

Other funds holding USO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Integrated Wealth Counsel's USO Position: Q4 2016 in Review

Integrated Wealth Counsel held its United States Oil Fund (USO) position steady in Q4 2016 at 625 shares worth $59K. The position accounts for 0.13% of the portfolio, ranked #67.

Integrated Wealth Counsel first reported a position in USO in Q3 2016 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold USO as of Q4 2016.

  • Integrated Wealth Counsel held 625 shares of United States Oil Fund worth $59K as of Q4 2016.
  • Integrated Wealth Counsel left its United States Oil Fund share count unchanged in Q4 2016.
  • United States Oil Fund made up 0.13% of Integrated Wealth Counsel's portfolio in Q4 2016, its #67 holding.
  • Integrated Wealth Counsel first reported a position in United States Oil Fund in Q3 2016 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.