Northwest Wealth Management’s United States Oil Fund USO Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-10	Closed	-$1K	–	448
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	509
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	495
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	510
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	499
2018 Q1	$1K	Buy	+10	New	+$1.01K	﹤0.01%	512

Other funds holding USO

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Northwest Wealth Management's USO Position: Q2 2019 in Review

Northwest Wealth Management sold out of United States Oil Fund (USO) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in USO in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 143 funds tracked by Wall St. Rank hold USO as of Q2 2019.

Northwest Wealth Management reported no remaining United States Oil Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 10 United States Oil Fund shares in Q2 2019, an estimated $1K.
Northwest Wealth Management first reported a position in United States Oil Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's United States Oil Fund position peaked at $1K in Q1 2019.
143 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.