Klingman & Associates’s United States Oil Fund USO Stock Holding History

Klingman & Associates’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	–	Sell	-150	Closed	-$13K	–	308
2016 Q3	$13K	Hold	150	–	–	﹤0.01%	285
2016 Q2	$14K	Hold	150	–	–	﹤0.01%	286
2016 Q1	$12K	Hold	150	–	–	﹤0.01%	293
2015 Q4	$13K	Hold	150	–	–	﹤0.01%	294
2015 Q3	$17K	Hold	150	–	–	0.01%	278
2015 Q2	$24K	Hold	150	–	–	0.01%	241
2015 Q1	$20K	Hold	150	–	–	0.01%	242
2014 Q4	$24K	Buy	+150	New	+$33.3K	0.01%	223

Other funds holding USO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Klingman & Associates's USO Position: Q4 2016 in Review

Klingman & Associates sold out of United States Oil Fund (USO) in Q4 2016, closing a stake of 150 shares — an estimated $13K sold.

Klingman & Associates first reported a position in USO in Q4 2014 and held it in 8 quarters. The position peaked at $24K in Q2 2015. 180 funds tracked by Wall St. Rank hold USO as of Q4 2016.

Klingman & Associates reported no remaining United States Oil Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 150 United States Oil Fund shares in Q4 2016, an estimated $13K.
Klingman & Associates first reported a position in United States Oil Fund in Q4 2014 and held it in 8 quarters.
Klingman & Associates's United States Oil Fund position peaked at $24K in Q2 2015.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.