SFFS
USO icon

Stonehage Fleming Financial Services’s United States Oil Fund USO Stock Holding History

Stonehage Fleming Financial Services’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
Q4 		– Sell
-2,938
Closed -$257K – 334
2016
Q3 		$257K Buy
+2,938
New +$247K 0.02% 182
2015
Q2 		– Sell
-2,938
Closed -$396K – 154
2015
Q1 		$396K Hold
2,938
– – 0.05% 78
2014
Q4 		$478K Buy
+2,938
New +$651K 0.06% 69

Other funds holding USO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 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

Stonehage Fleming Financial Services's USO Position: Q4 2016 in Review

Stonehage Fleming Financial Services sold out of United States Oil Fund (USO) in Q4 2016, closing a stake of 2,938 shares — an estimated $257K sold.

Stonehage Fleming Financial Services first reported a position in USO in Q4 2014 and held it in 3 quarters. The position peaked at $478K in Q4 2014. 180 funds tracked by Wall St. Rank hold USO as of Q4 2016.

  • Stonehage Fleming Financial Services reported no remaining United States Oil Fund position as of Q4 2016 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 2,938 United States Oil Fund shares in Q4 2016, an estimated $257K.
  • Stonehage Fleming Financial Services first reported a position in United States Oil Fund in Q4 2014 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's United States Oil Fund position peaked at $478K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2016.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2016, filed 11 Oct 2019.