Oxford Financial Group’s USA Compression Partners USAC Stock Holding History

Oxford Financial Group’s Portfolio USAC Stock Details USAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,000	Closed	-$293K	–	280
2022 Q4	$293K	Hold	15,000	–	–	0.03%	159
2022 Q3	$261K	Hold	15,000	–	–	0.04%	148
2022 Q2	$251K	Hold	15,000	–	–	0.04%	167
2022 Q1	$264K	Buy	+15,000	New	+$256K	0.03%	168

Other funds holding USAC

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Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Oxford Financial Group's USAC Position: Q1 2023 in Review

Oxford Financial Group sold out of USA Compression Partners (USAC) in Q1 2023, closing a stake of 15,000 shares — an estimated $293K sold.

Oxford Financial Group first reported a position in USAC in Q1 2022 and held it in 4 quarters. The position peaked at $293K in Q4 2022. 75 funds tracked by Wall St. Rank hold USAC as of Q1 2023.

Oxford Financial Group reported no remaining USA Compression Partners position as of Q1 2023 after selling out during the quarter.
Oxford Financial Group sold 15,000 USA Compression Partners shares in Q1 2023, an estimated $293K.
Oxford Financial Group first reported a position in USA Compression Partners in Q1 2022 and held it in 4 quarters.
Oxford Financial Group's USA Compression Partners position peaked at $293K in Q4 2022.
75 funds tracked by Wall St. Rank held USA Compression Partners as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.