Shelton Capital Management’s United States Oil Fund USO Stock Holding History

Shelton Capital Management’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 Q3	–	Sell	-1,260	Closed	-$96K	–	875
2017 Q2	$96K	Buy	+1,260	New	+$101K	0.01%	848
2017 Q1	–	Sell	-1,277	Closed	-$120K	–	903
2016 Q4	$120K	Sell	1,277 -396	-24%	-$35K	0.01%	855
2016 Q3	$146K	Buy	+1,673	New	+$141K	0.01%	770
2016 Q1	–	Sell	-1,294	Closed	-$114K	–	778
2015 Q4	$114K	Buy	+1,294	New	+$138K	0.01%	736
2014 Q4	–	Sell	-1,064	Closed	-$293K	–	807
2014 Q3	$293K	Hold	1,064	–	–	0.04%	551
2014 Q2	$331K	Buy	1,064 +13	+1%	+$3.9K	0.05%	518
2014 Q1	$308K	Buy	1,051 +63	+6%	+$17.8K	0.05%	515
2013 Q4	$279K	Hold	988	–	–	0.04%	548
2013 Q3	$291K	Sell	988 -170	-15%	-$51.3K	0.05%	480
2013 Q2	$317K	Buy	+1,158	New	+$310K	0.06%	417

Other funds holding USO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shelton Capital Management's USO Position: Q3 2017 in Review

Shelton Capital Management sold out of United States Oil Fund (USO) in Q3 2017, closing a stake of 1,260 shares — an estimated $96K sold.

Shelton Capital Management first reported a position in USO in Q2 2013 and held it in 10 quarters. The position peaked at $331K in Q2 2014. 171 funds tracked by Wall St. Rank hold USO as of Q3 2017.

Shelton Capital Management reported no remaining United States Oil Fund position as of Q3 2017 after selling out during the quarter.
Shelton Capital Management sold 1,260 United States Oil Fund shares in Q3 2017, an estimated $96K.
Shelton Capital Management first reported a position in United States Oil Fund in Q2 2013 and held it in 10 quarters.
Shelton Capital Management's United States Oil Fund position peaked at $331K in Q2 2014.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2017.

Based on Shelton Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.