Measured Wealth Private Client Group’s United States Oil Fund USO Stock Holding History

Measured Wealth Private Client 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
2017 Q3	$365K	Buy	+4,375	New	+$345K	0.5%	34

Other funds holding USO

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Measured Wealth Private Client Group's USO Position: Q3 2017 in Review

Measured Wealth Private Client Group opened a new position in United States Oil Fund (USO) in Q3 2017: 4,375 shares worth $365K. The stake represents 0.5% of the portfolio and ranks #34 among its holdings.

171 funds tracked by Wall St. Rank hold USO as of Q3 2017.

Measured Wealth Private Client Group held 4,375 shares of United States Oil Fund worth $365K as of Q3 2017.
United States Oil Fund was a new Measured Wealth Private Client Group position in Q3 2017.
United States Oil Fund made up 0.5% of Measured Wealth Private Client Group's portfolio in Q3 2017, its #34 holding.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2017.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2017, filed 15 Feb 2018.