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RTW Investments’s United States Oil Fund USO Stock Holding History

RTW Investments’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
2017
Q1 		– Sell
-84,375
Closed -$7.91M – 31
2016
Q4 		$7.91M Buy
+84,375
New +$7.45M 2.98% 11
2015
Q3 		– Sell
-20,625
Closed -$2.53M – 48
2015
Q2 		$3.28M Buy
+20,625
New +$3.28M 0.95% 22

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RTW Investments's USO Position: Q1 2017 in Review

RTW Investments sold out of United States Oil Fund (USO) in Q1 2017, closing a stake of 84,375 shares — an estimated $7.91M sold.

RTW Investments first reported a position in USO in Q2 2015 and held it in 2 quarters. The position peaked at $7.91M in Q4 2016. 169 funds tracked by Wall St. Rank hold USO as of Q1 2017.

  • RTW Investments reported no remaining United States Oil Fund position as of Q1 2017 after selling out during the quarter.
  • RTW Investments sold 84,375 United States Oil Fund shares in Q1 2017, an estimated $7.91M.
  • RTW Investments first reported a position in United States Oil Fund in Q2 2015 and held it in 2 quarters.
  • RTW Investments's United States Oil Fund position peaked at $7.91M in Q4 2016.
  • 169 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2017.

Based on RTW Investments's 13F filing for Q1 2017, filed 15 May 2017.