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

US 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
2016
Q1 		– Sell
-2,931
Closed -$258K – 605
2015
Q4 		$258K Buy
2,931
+250
+9% +$26.6K 0.24% 55
2015
Q3 		$315K Hold
2,681
– – 0.52% 32
2015
Q2 		$426K Buy
2,681
+68
+3% +$10.8K 0.4% 33
2015
Q1 		$352K Buy
+2,613
New +$376K 0.32% 37

Other funds holding USO

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

US Financial Advisors's USO Position: Q1 2016 in Review

US Financial Advisors sold out of United States Oil Fund (USO) in Q1 2016, closing a stake of 2,931 shares — an estimated $258K sold.

US Financial Advisors first reported a position in USO in Q1 2015 and held it in 4 quarters. The position peaked at $426K in Q2 2015. 187 funds tracked by Wall St. Rank hold USO as of Q1 2016.

  • US Financial Advisors reported no remaining United States Oil Fund position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 2,931 United States Oil Fund shares in Q1 2016, an estimated $258K.
  • US Financial Advisors first reported a position in United States Oil Fund in Q1 2015 and held it in 4 quarters.
  • US Financial Advisors's United States Oil Fund position peaked at $426K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.