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Wealthfront’s United States Oil Fund USO Stock Holding History

Wealthfront’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
Q3 		– Sell
-16
Closed -$2K – 1444
2015
Q2 		$2K Buy
16
+13
+433% +$2.06K ﹤0.01% 1198
2015
Q1 		$0 Buy
+3
New +$432 ﹤0.01% 1254
2014
Q3 		– Sell
-8
Closed -$2K – 723
2014
Q2 		$2K Buy
+8
New +$2.4K ﹤0.01% 557

Other funds holding USO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Wealthfront's USO Position: Q3 2015 in Review

Wealthfront sold out of United States Oil Fund (USO) in Q3 2015, closing a stake of 16 shares — an estimated $2K sold.

Wealthfront first reported a position in USO in Q2 2014 and held it in 3 quarters. The position peaked at $2K in Q2 2015. 141 funds tracked by Wall St. Rank hold USO as of Q3 2015.

  • Wealthfront reported no remaining United States Oil Fund position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 16 United States Oil Fund shares in Q3 2015, an estimated $2K.
  • Wealthfront first reported a position in United States Oil Fund in Q2 2014 and held it in 3 quarters.
  • Wealthfront's United States Oil Fund position peaked at $2K in Q2 2015.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.