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LifePlan Financial Group’s United States Oil Fund USO Stock Holding History

LifePlan Financial Group’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 		$4K Hold
144
– – ﹤0.01% 502
2020
Q2 		$4K Buy
+144
New +$3.94K ﹤0.01% 505

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

LifePlan Financial Group's USO Position: Q3 2020 in Review

LifePlan Financial Group held its United States Oil Fund (USO) position steady in Q3 2020 at 144 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

LifePlan Financial Group first reported a position in USO in Q2 2020 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

  • LifePlan Financial Group held 144 shares of United States Oil Fund worth $4K as of Q3 2020.
  • LifePlan Financial Group left its United States Oil Fund share count unchanged in Q3 2020.
  • United States Oil Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #502 holding.
  • LifePlan Financial Group first reported a position in United States Oil Fund in Q2 2020 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.