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Lee Financial’s United States Oil Fund USO Stock Holding History

Lee Financial’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
Q1 		– Sell
-3
Closed – – 554
2018
Q4 		$0 Hold
3
– – ﹤0.01% 479
2018
Q3 		$0 Hold
3
– – ﹤0.01% 717
2018
Q2 		$0 Hold
3
– – ﹤0.01% 835
2018
Q1 		$0 Hold
3
– – ﹤0.01% 777
2017
Q4 		$0 Hold
3
– – ﹤0.01% 505
2017
Q3 		$0 Sell
3
-64
-96% -$5.04K ﹤0.01% 532
2017
Q2 		$5K Buy
67
+64
+2,133% +$5.12K ﹤0.01% 403
2017
Q1 		$0 Hold
3
– – ﹤0.01% 430
2016
Q4 		$0 Buy
+3
New +$265 ﹤0.01% 424

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lee Financial's USO Position: Q1 2019 in Review

Lee Financial sold out of United States Oil Fund (USO) in Q1 2019, closing a stake of 3 shares.

Lee Financial first reported a position in USO in Q4 2016 and held it in 9 quarters. The position peaked at $5K in Q2 2017. 165 funds tracked by Wall St. Rank hold USO as of Q1 2019.

  • Lee Financial reported no remaining United States Oil Fund position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 3 United States Oil Fund shares in Q1 2019.
  • Lee Financial first reported a position in United States Oil Fund in Q4 2016 and held it in 9 quarters.
  • Lee Financial's United States Oil Fund position peaked at $5K in Q2 2017.
  • 165 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.