Investment Partners’s United States Oil Fund USO Stock Holding History

Investment 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 Q3	–	Sell	-2,750	Closed	-$265K	–	155
2019 Q2	$265K	Hold	2,750	–	–	0.19%	118
2019 Q1	$275K	Hold	2,750	–	–	0.2%	108
2018 Q4	$213K	Hold	2,750	–	–	0.18%	122
2018 Q3	$2.26K	Hold	2,750	–	–	1.26%	22
2018 Q2	$331K	Hold	2,750	–	–	0.25%	85
2018 Q1	$288K	Hold	2,750	–	–	0.21%	109
2017 Q4	$264K	Hold	2,750	–	–	0.2%	117
2017 Q3	$229K	Hold	2,750	–	–	0.2%	107
2017 Q2	$209K	Sell	2,750 -4,250	-61%	-$340K	0.19%	113
2017 Q1	$596K	Hold	7,000	–	–	0.57%	61
2016 Q4	$656K	Sell	7,000 -215	-3%	-$19K	0.64%	57
2016 Q3	$631K	Buy	7,215 +215	+3%	+$18.1K	0.36%	80
2016 Q2	$648K	Buy	7,000 +1,035	+17%	+$92.7K	0.65%	59
2016 Q1	$525K	Buy	5,965 +215	+4%	+$16.1K	0.34%	82
2015 Q4	$506K	Buy	+5,750	New	+$613K	0.61%	64

Other funds holding USO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

SIM

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Investment Partners's USO Position: Q3 2019 in Review

Investment Partners sold out of United States Oil Fund (USO) in Q3 2019, closing a stake of 2,750 shares — an estimated $265K sold.

Investment Partners first reported a position in USO in Q4 2015 and held it in 15 quarters. The position peaked at $656K in Q4 2016. 127 funds tracked by Wall St. Rank hold USO as of Q3 2019.

Investment Partners reported no remaining United States Oil Fund position as of Q3 2019 after selling out during the quarter.
Investment Partners sold 2,750 United States Oil Fund shares in Q3 2019, an estimated $265K.
Investment Partners first reported a position in United States Oil Fund in Q4 2015 and held it in 15 quarters.
Investment Partners's United States Oil Fund position peaked at $656K in Q4 2016.
127 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2019.

Based on Investment Partners's 13F filing for Q3 2019, filed 17 Oct 2019.