Optimum Investment Advisors’s United States Oil Fund USO Stock Holding History

Optimum Investment Advisors’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	-287	Closed	-$8K	–	929
2020 Q2	$8K	Buy	+287	New	+$7.85K	﹤0.01%	718
2020 Q1	–	Sell	-63	Closed	-$6K	–	950
2019 Q4	$6K	Hold	63	–	–	﹤0.01%	834
2019 Q3	$6K	Sell	63 -125	-66%	-$11.7K	﹤0.01%	872
2019 Q2	$18K	Hold	188	–	–	0.01%	701
2019 Q1	$19K	Hold	188	–	–	0.01%	703
2018 Q4	$14K	Sell	188 -187	-50%	-$18.8K	﹤0.01%	714
2018 Q3	$47K	Hold	375	–	–	0.01%	545
2018 Q2	$45K	Hold	375	–	–	0.01%	550
2018 Q1	$39K	Buy	+375	New	+$37.9K	0.01%	575

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

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

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

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

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

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

Optimum Investment Advisors's USO Position: Q3 2020 in Review

Optimum Investment Advisors sold out of United States Oil Fund (USO) in Q3 2020, closing a stake of 287 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in USO in Q1 2018 and held it in 9 quarters. The position peaked at $47K in Q3 2018. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

Optimum Investment Advisors reported no remaining United States Oil Fund position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 287 United States Oil Fund shares in Q3 2020, an estimated $8K.
Optimum Investment Advisors first reported a position in United States Oil Fund in Q1 2018 and held it in 9 quarters.
Optimum Investment Advisors's United States Oil Fund position peaked at $47K in Q3 2018.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.