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WealthPLAN Partners’s United States Oil Fund USO Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-250
Closed -$3 – 1075
2016
Q2 		$3 Buy
+250
New +$22.4K ﹤0.01% 2572
2015
Q4 		$4 Buy
+250
New +$26.6K ﹤0.01% 1731

Other funds holding USO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

WealthPLAN Partners's USO Position: Q3 2016 in Review

WealthPLAN Partners held its United States Oil Fund (USO) position steady in Q3 2016 at 50 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

WealthPLAN Partners first reported a position in USO in Q4 2015 and has held it in 3 quarters since. The position peaked at $6.61K in Q4 2015. 177 funds tracked by Wall St. Rank hold USO as of Q3 2016.

  • WealthPLAN Partners held 50 shares of United States Oil Fund worth $4.44K as of Q3 2016.
  • WealthPLAN Partners left its United States Oil Fund share count unchanged in Q3 2016.
  • United States Oil Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #738 holding.
  • WealthPLAN Partners first reported a position in United States Oil Fund in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's United States Oil Fund position peaked at $6.61K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.