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New England Investment & Retirement Group’s United States Oil Fund USO Stock Holding History

New England Investment & Retirement 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
2020
Q3 		– Sell
-408,008
Closed -$11.4M – 77
2020
Q2 		$11.4M Buy
+408,008
New +$11.2M 2.88% 10

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

New England Investment & Retirement Group's USO Position: Q3 2020 in Review

New England Investment & Retirement Group sold out of United States Oil Fund (USO) in Q3 2020, closing a stake of 408,008 shares — an estimated $11.4M sold.

New England Investment & Retirement Group first reported a position in USO in Q2 2020 and held it in 1 quarter. The position peaked at $11.4M in Q2 2020. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

  • New England Investment & Retirement Group reported no remaining United States Oil Fund position as of Q3 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 408,008 United States Oil Fund shares in Q3 2020, an estimated $11.4M.
  • New England Investment & Retirement Group first reported a position in United States Oil Fund in Q2 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's United States Oil Fund position peaked at $11.4M in Q2 2020.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on New England Investment & Retirement Group's 13F filing for Q3 2020, filed 26 Oct 2020.