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Lehman Financial Resources’s United States Oil Fund USO Stock Holding History

Lehman Financial Resources’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
2014
Q4 		– Sell
-8
Closed -$2K – 431
2014
Q3 		$2K Buy
+8
New +$2.31K ﹤0.01% 388

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ACM
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CS
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Lehman Financial Resources's USO Position: Q4 2014 in Review

Lehman Financial Resources sold out of United States Oil Fund (USO) in Q4 2014, closing a stake of 8 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in USO in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 105 funds tracked by Wall St. Rank hold USO as of Q4 2014.

  • Lehman Financial Resources reported no remaining United States Oil Fund position as of Q4 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 8 United States Oil Fund shares in Q4 2014, an estimated $2K.
  • Lehman Financial Resources first reported a position in United States Oil Fund in Q3 2014 and held it in 1 quarter.
  • Lehman Financial Resources's United States Oil Fund position peaked at $2K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.