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Wealthspire Advisors (Maryland)’s United States Oil Fund USO Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-1,120
Closed -$95K – 2283
2017
Q1 		$95K Sell
1,120
-1,119
-50% -$99.1K 0.01% 618
2016
Q4 		$210K Hold
2,239
– – 0.03% 355
2016
Q3 		$196K Buy
2,239
+1,085
+94% +$91.2K 0.03% 390
2016
Q2 		$107K Buy
1,154
+1,091
+1,732% +$97.7K 0.02% 518
2016
Q1 		$5K Buy
+63
New +$4.7K ﹤0.01% 1353

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s USO Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of United States Oil Fund (USO) in Q2 2017, closing a stake of 1,120 shares — an estimated $95K sold.

Wealthspire Advisors (Maryland) first reported a position in USO in Q1 2016 and held it in 5 quarters. The position peaked at $210K in Q4 2016. 177 funds tracked by Wall St. Rank hold USO as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining United States Oil Fund position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,120 United States Oil Fund shares in Q2 2017, an estimated $95K.
  • Wealthspire Advisors (Maryland) first reported a position in United States Oil Fund in Q1 2016 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s United States Oil Fund position peaked at $210K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.