Partnervest Advisory Services’s United States Oil Fund USO Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-37	Closed	-$12K	–	753
2014 Q2	$12K	Sell	37 -19	-34%	-$5.71K	0.01%	658
2014 Q1	$16K	Hold	56	–	–	0.01%	565
2013 Q4	$16K	Hold	56	–	–	0.01%	528
2013 Q3	$16K	Buy	56 +5	+10%	+$1.51K	0.01%	525
2013 Q2	$14K	Buy	+51	New	+$13.7K	0.01%	528

Other funds holding USO

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Partnervest Advisory Services's USO Position: Q3 2014 in Review

Partnervest Advisory Services sold out of United States Oil Fund (USO) in Q3 2014, closing a stake of 37 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in USO in Q2 2013 and held it in 5 quarters. The position peaked at $16K in Q1 2014. 61 funds tracked by Wall St. Rank hold USO as of Q3 2014.

Partnervest Advisory Services reported no remaining United States Oil Fund position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 37 United States Oil Fund shares in Q3 2014, an estimated $12K.
Partnervest Advisory Services first reported a position in United States Oil Fund in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's United States Oil Fund position peaked at $16K in Q1 2014.
61 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.