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Vantage Investment Advisors’s United States Oil Fund USO Stock Holding History

Vantage Investment 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
Q4 		– Sell
-397
Closed -$35K – 851
2016
Q3 		$35K Hold
397
– – 0.02% 294
2016
Q2 		$37K Hold
397
– – 0.02% 304
2016
Q1 		$31K Buy
+397
New +$29.6K 0.01% 324

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

Vantage Investment Advisors's USO Position: Q4 2016 in Review

Vantage Investment Advisors sold out of United States Oil Fund (USO) in Q4 2016, closing a stake of 397 shares — an estimated $35K sold.

Vantage Investment Advisors first reported a position in USO in Q1 2016 and held it in 3 quarters. The position peaked at $37K in Q2 2016. 180 funds tracked by Wall St. Rank hold USO as of Q4 2016.

  • Vantage Investment Advisors reported no remaining United States Oil Fund position as of Q4 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 397 United States Oil Fund shares in Q4 2016, an estimated $35K.
  • Vantage Investment Advisors first reported a position in United States Oil Fund in Q1 2016 and held it in 3 quarters.
  • Vantage Investment Advisors's United States Oil Fund position peaked at $37K in Q2 2016.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2016.

Based on Vantage Investment Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.