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Waddell & Reed Financial’s United States Oil Fund USO Stock Holding History

Waddell & Reed Financial’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
2015
Q2 		– Sell
-256,691
Closed -$34.6M – 615
2015
Q1 		$34.6M Buy
+256,691
New +$36.9M 0.05% 274

Other funds holding USO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waddell & Reed Financial's USO Position: Q2 2015 in Review

Waddell & Reed Financial sold out of United States Oil Fund (USO) in Q2 2015, closing a stake of 256,691 shares — an estimated $34.6M sold.

Waddell & Reed Financial first reported a position in USO in Q1 2015 and held it in 1 quarter. The position peaked at $34.6M in Q1 2015. 130 funds tracked by Wall St. Rank hold USO as of Q2 2015.

  • Waddell & Reed Financial reported no remaining United States Oil Fund position as of Q2 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 256,691 United States Oil Fund shares in Q2 2015, an estimated $34.6M.
  • Waddell & Reed Financial first reported a position in United States Oil Fund in Q1 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's United States Oil Fund position peaked at $34.6M in Q1 2015.
  • 130 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2015.

Based on Waddell & Reed Financial's 13F filing for Q2 2015, filed 14 Aug 2015.