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Stonebridge Capital Advisors’s United States Oil Fund USO Stock Holding History

Stonebridge Capital 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
Q4 		– Sell
-38
Closed -$3K – 919
2019
Q3 		$3K Buy
+38
New +$3.57K ﹤0.01% 684

Other funds holding USO

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stonebridge Capital Advisors's USO Position: Q4 2019 in Review

Stonebridge Capital Advisors sold out of United States Oil Fund (USO) in Q4 2019, closing a stake of 38 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in USO in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 141 funds tracked by Wall St. Rank hold USO as of Q4 2019.

  • Stonebridge Capital Advisors reported no remaining United States Oil Fund position as of Q4 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 38 United States Oil Fund shares in Q4 2019, an estimated $3K.
  • Stonebridge Capital Advisors first reported a position in United States Oil Fund in Q3 2019 and held it in 1 quarter.
  • Stonebridge Capital Advisors's United States Oil Fund position peaked at $3K in Q3 2019.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.