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IPG Investment Advisors’s United States Oil Fund USO Stock Holding History

IPG Investment Advisors’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
Q2 		– Sell
-2,351
Closed -$182K – 124
2016
Q1 		$182K Hold
2,351
– – 0.08% 98
2015
Q4 		$207K Hold
2,351
– – 0.1% 101
2015
Q3 		$276K Buy
2,351
+250
+12% +$30.7K 0.13% 93
2015
Q2 		$334K Buy
+2,101
New +$334K 0.12% 96

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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

IPG Investment Advisors's USO Position: Q2 2016 in Review

IPG Investment Advisors sold out of United States Oil Fund (USO) in Q2 2016, closing a stake of 2,351 shares — an estimated $182K sold.

IPG Investment Advisors first reported a position in USO in Q2 2015 and held it in 4 quarters. The position peaked at $334K in Q2 2015. 172 funds tracked by Wall St. Rank hold USO as of Q2 2016.

  • IPG Investment Advisors reported no remaining United States Oil Fund position as of Q2 2016 after selling out during the quarter.
  • IPG Investment Advisors sold 2,351 United States Oil Fund shares in Q2 2016, an estimated $182K.
  • IPG Investment Advisors first reported a position in United States Oil Fund in Q2 2015 and held it in 4 quarters.
  • IPG Investment Advisors's United States Oil Fund position peaked at $334K in Q2 2015.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2016.

Based on IPG Investment Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.