MPS Loria Financial Planners’s United States Oil Fund USO Stock Holding History

MPS Loria Financial Planners’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 Q4	–	Sell	-1,000	Closed	-$28K	–	641
2020 Q3	$28K	Hold	1,000	–	–	0.01%	179
2020 Q2	$28K	Buy	+1,000	New	+$27.4K	0.02%	176

Other funds holding USO

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

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

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

MPS Loria Financial Planners's USO Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of United States Oil Fund (USO) in Q4 2020, closing a stake of 1,000 shares — an estimated $28K sold.

MPS Loria Financial Planners first reported a position in USO in Q2 2020 and held it in 2 quarters. The position peaked at $28K in Q3 2020. 184 funds tracked by Wall St. Rank hold USO as of Q4 2020.

MPS Loria Financial Planners reported no remaining United States Oil Fund position as of Q4 2020 after selling out during the quarter.
MPS Loria Financial Planners sold 1,000 United States Oil Fund shares in Q4 2020, an estimated $28K.
MPS Loria Financial Planners first reported a position in United States Oil Fund in Q2 2020 and held it in 2 quarters.
MPS Loria Financial Planners's United States Oil Fund position peaked at $28K in Q3 2020.
184 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.