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National Planning Corporation’s United States Oil Fund USO Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-16,216
Closed -$1.35M – 571
2017
Q3 		$1.35M Sell
16,216
-8,054
-33% -$635K 0.11% 191
2017
Q2 		$1.87M Buy
24,270
+4,894
+25% +$391K 0.14% 168
2017
Q1 		$1.66M Buy
19,376
+8,932
+86% +$791K 0.13% 178
2016
Q4 		$962K Sell
10,444
-268
-3% -$23.7K 0.07% 244
2016
Q3 		$871K Sell
10,712
-1,296
-11% -$109K 0.07% 255
2016
Q2 		$896K Sell
12,008
-1,255
-9% -$112K 0.07% 261
2016
Q1 		$1.16M Sell
13,263
-489
-4% -$36.5K 0.1% 201
2015
Q4 		$980K Buy
13,752
+7,963
+138% +$848K 0.08% 250
2015
Q3 		$688K Buy
5,789
+2,331
+67% +$286K 0.06% 281
2015
Q2 		$401K Buy
3,458
+842
+32% +$134K 0.04% 408
2015
Q1 		$435K Buy
2,616
+1,318
+102% +$190K 0.04% 397
2014
Q4 		$191K Buy
1,298
+292
+29% +$64.8K 0.01% 685
2014
Q3 		$272K Sell
1,006
-91
-8% -$26.2K 0.02% 585
2014
Q2 		$341K Buy
+1,097
New +$329K 0.03% 529

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

National Planning Corporation's USO Position: Q4 2017 in Review

National Planning Corporation sold out of United States Oil Fund (USO) in Q4 2017, closing a stake of 16,216 shares — an estimated $1.35M sold.

National Planning Corporation first reported a position in USO in Q2 2014 and held it in 14 quarters. The position peaked at $1.87M in Q2 2017. 165 funds tracked by Wall St. Rank hold USO as of Q4 2017.

  • National Planning Corporation reported no remaining United States Oil Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 16,216 United States Oil Fund shares in Q4 2017, an estimated $1.35M.
  • National Planning Corporation first reported a position in United States Oil Fund in Q2 2014 and held it in 14 quarters.
  • National Planning Corporation's United States Oil Fund position peaked at $1.87M in Q2 2017.
  • 165 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.