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

United Capital Financial 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
2020 Q2	–	Sell	-3,306	Closed	-$111K	–	1263
2020 Q1	$111K	Buy	+3,306	New	+$255K	﹤0.01%	1122
2017 Q3	–	Sell	-1,378	Closed	-$105K	–	1346
2017 Q2	$105K	Sell	1,378 -53	-4%	-$4.24K	﹤0.01%	1242
2017 Q1	$122K	Sell	1,431 -315	-18%	-$27.9K	﹤0.01%	1213
2016 Q4	$164K	Buy	1,746 +123	+8%	+$10.9K	﹤0.01%	1207
2016 Q3	$142K	Buy	1,623 +229	+16%	+$19.2K	﹤0.01%	1216
2016 Q2	$134K	Sell	1,394 -245	-15%	-$21.9K	﹤0.01%	1203
2016 Q1	$127K	Buy	+1,639	New	+$122K	﹤0.01%	1165

Other funds holding USO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

United Capital Financial Advisors's USO Position: Q2 2020 in Review

United Capital Financial Advisors sold out of United States Oil Fund (USO) in Q2 2020, closing a stake of 3,306 shares — an estimated $111K sold.

United Capital Financial Advisors first reported a position in USO in Q1 2016 and held it in 7 quarters. The position peaked at $164K in Q4 2016. 202 funds tracked by Wall St. Rank hold USO as of Q2 2020.

United Capital Financial Advisors reported no remaining United States Oil Fund position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 3,306 United States Oil Fund shares in Q2 2020, an estimated $111K.
United Capital Financial Advisors first reported a position in United States Oil Fund in Q1 2016 and held it in 7 quarters.
United Capital Financial Advisors's United States Oil Fund position peaked at $164K in Q4 2016.
202 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.