River Wealth Advisors’s United States Oil Fund USO Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-26	Closed	-$2K	–	471
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	514
2018 Q3	$3K	Hold	26	–	–	﹤0.01%	530
2018 Q2	$3K	Buy	+26	New	+$2.85K	﹤0.01%	534

Other funds holding USO

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

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

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

Citigroup New York $235B AUM 32.99% 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

SIM

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

River Wealth Advisors's USO Position: Q1 2019 in Review

River Wealth Advisors sold out of United States Oil Fund (USO) in Q1 2019, closing a stake of 26 shares — an estimated $2K sold.

River Wealth Advisors first reported a position in USO in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 165 funds tracked by Wall St. Rank hold USO as of Q1 2019.

River Wealth Advisors reported no remaining United States Oil Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 26 United States Oil Fund shares in Q1 2019, an estimated $2K.
River Wealth Advisors first reported a position in United States Oil Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's United States Oil Fund position peaked at $3K in Q3 2018.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.