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Summit Securities Group’s United States Oil Fund USO Stock Holding History

Summit Securities Group’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
2021
Q1 		– Sell
-120
Closed -$396K – 779
2020
Q4 		$396K Hold
120
– – 0.03% 404
2020
Q3 		$339K Hold
120
– – 0.04% 265
2020
Q2 		$337K Buy
120
+82
+216% +$2.24K 0.04% 300
2020
Q1 		$126K Buy
+38
New +$2.93K 0.02% 266

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Summit Securities Group's USO Position: Q2 2020 in Review

Summit Securities Group sold out of United States Oil Fund (USO) in Q2 2020, closing a stake of 3,750 shares — an estimated $103K sold.

Summit Securities Group first reported a position in USO in Q3 2015 and held it in 3 quarters. The position peaked at $126K in Q1 2020. 202 funds tracked by Wall St. Rank hold USO as of Q2 2020.

  • Summit Securities Group reported no remaining United States Oil Fund position as of Q2 2020 after selling out during the quarter.
  • Summit Securities Group sold 3,750 United States Oil Fund shares in Q2 2020, an estimated $103K.
  • Summit Securities Group first reported a position in United States Oil Fund in Q3 2015 and held it in 3 quarters.
  • Summit Securities Group's United States Oil Fund position peaked at $126K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2020.

Based on Summit Securities Group's 13F filing for Q2 2020, filed 6 Aug 2020.