Lowe Wealth Advisors’s United States Oil Fund USO Stock Holding History

Lowe Wealth 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
2016 Q2	–	Sell	-75	Closed	-$6K	–	260
2016 Q1	$6K	Buy	+75	New	+$5.6K	﹤0.01%	143
2015 Q4	–	Sell	-6	Closed	-$1K	–	249
2015 Q3	$1K	Hold	6	–	–	﹤0.01%	221
2015 Q2	$1K	Hold	6	–	–	﹤0.01%	220
2015 Q1	$1K	Hold	6	–	–	﹤0.01%	217
2014 Q4	$1K	Buy	+6	New	+$1.33K	﹤0.01%	193

Other funds holding USO

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 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

Lowe Wealth Advisors's USO Position: Q2 2016 in Review

Lowe Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2016, closing a stake of 75 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in USO in Q4 2014 and held it in 5 quarters. The position peaked at $6K in Q1 2016. 172 funds tracked by Wall St. Rank hold USO as of Q2 2016.

Lowe Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 75 United States Oil Fund shares in Q2 2016, an estimated $6K.
Lowe Wealth Advisors first reported a position in United States Oil Fund in Q4 2014 and held it in 5 quarters.
Lowe Wealth Advisors's United States Oil Fund position peaked at $6K in Q1 2016.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2016.

Based on Lowe Wealth Advisors's 13F filing for Q2 2016, filed 19 Jul 2016.