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JNBA Financial Advisors’s United States Oil Fund USO Stock Holding History

JNBA Financial 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
2020
Q3 		– Sell
-127
Closed -$4K – 593
2020
Q2 		$4K Buy
+127
New +$3.48K ﹤0.01% 479
2016
Q4 		– Sell
-57,431
Closed -$5.02M – 1310
2016
Q3 		$5.02M Buy
+57,431
New +$4.82M 0.73% 17

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JNBA Financial Advisors's USO Position: Q3 2020 in Review

JNBA Financial Advisors sold out of United States Oil Fund (USO) in Q3 2020, closing a stake of 127 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in USO in Q3 2016 and held it in 2 quarters. The position peaked at $5.02M in Q3 2016. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

  • JNBA Financial Advisors reported no remaining United States Oil Fund position as of Q3 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 127 United States Oil Fund shares in Q3 2020, an estimated $4K.
  • JNBA Financial Advisors first reported a position in United States Oil Fund in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's United States Oil Fund position peaked at $5.02M in Q3 2016.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on JNBA Financial Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.