Patriot Financial Group Insurance Agency’s United States 12 Month Oil Fund, USL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio USL Stock Details USL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10	Closed	–	–	1452
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1465
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	1348
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1311
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1112
2018 Q3	$1K	Buy	+10	New	+$250	﹤0.01%	951

Other funds holding USL

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USL Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of United States 12 Month Oil Fund, (USL) in Q4 2019, closing a stake of 10 shares.

Patriot Financial Group Insurance Agency first reported a position in USL in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 17 funds tracked by Wall St. Rank hold USL as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining United States 12 Month Oil Fund, position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 10 United States 12 Month Oil Fund, shares in Q4 2019.
Patriot Financial Group Insurance Agency first reported a position in United States 12 Month Oil Fund, in Q3 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's United States 12 Month Oil Fund, position peaked at $1K in Q2 2019.
17 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.