Mid Atlantic Financial Management’s United States Oil Fund USO Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$740K	Buy	14,073 +400	+3%	+$19.6K	0.05%	345
2021 Q2	$682K	Sell	13,673 -460	-3%	-$20.8K	0.05%	367
2021 Q1	$573K	Buy	14,133 +3,000	+27%	+$118K	0.04%	391
2020 Q4	$367K	Buy	11,133 +1,090	+11%	+$32.3K	0.03%	501
2020 Q3	$282K	Sell	10,043 -16,354	-62%	-$478K	0.02%	542
2020 Q2	$741K	Buy	+26,397	New	+$722K	0.07%	243
2019 Q3	–	Sell	-2,550	Closed	-$246K	–	762
2019 Q2	$246K	Sell	2,550 -44	-2%	-$4.39K	0.03%	576
2019 Q1	$259K	Sell	2,594 -37	-1%	-$3.41K	0.03%	556
2018 Q4	$203K	Buy	+2,631	New	+$265K	0.03%	594

Other funds holding USO

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Mid Atlantic Financial Management's USO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its United States Oil Fund (USO) stake by 2.9% in Q3 2021, buying an estimated $19.6K and bringing the position to 14,073 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #345.

Mid Atlantic Financial Management first reported a position in USO in Q4 2018 and has held it in 9 quarters since. The position peaked at $741K in Q2 2020. 176 funds tracked by Wall St. Rank hold USO as of Q3 2021.

Mid Atlantic Financial Management held 14,073 shares of United States Oil Fund worth $740K as of Q3 2021.
Mid Atlantic Financial Management bought 400 United States Oil Fund shares in Q3 2021, an estimated $19.6K.
United States Oil Fund made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #345 holding.
Mid Atlantic Financial Management first reported a position in United States Oil Fund in Q4 2018 and has held it in 9 quarters since.
Mid Atlantic Financial Management's United States Oil Fund position peaked at $741K in Q2 2020.
176 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.