SHWM
USO icon

Smith & Howard Wealth Management’s United States Oil Fund USO Stock Holding History

Smith & Howard Wealth 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
2016
Q2 		– Sell
-1,477
Closed -$115K – 60
2016
Q1 		$115K Buy
+1,477
New +$110K 0.05% 63

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith & Howard Wealth Management's USO Position: Q2 2016 in Review

Smith & Howard Wealth Management sold out of United States Oil Fund (USO) in Q2 2016, closing a stake of 1,477 shares — an estimated $115K sold.

Smith & Howard Wealth Management first reported a position in USO in Q1 2016 and held it in 1 quarter. The position peaked at $115K in Q1 2016. 172 funds tracked by Wall St. Rank hold USO as of Q2 2016.

  • Smith & Howard Wealth Management reported no remaining United States Oil Fund position as of Q2 2016 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,477 United States Oil Fund shares in Q2 2016, an estimated $115K.
  • Smith & Howard Wealth Management first reported a position in United States Oil Fund in Q1 2016 and held it in 1 quarter.
  • Smith & Howard Wealth Management's United States Oil Fund position peaked at $115K in Q1 2016.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2016.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.