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WFG Advisors’s United States Oil Fund USO Stock Holding History

WFG 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
2017
Q2 		$162K Buy
2,130
+412
+24% +$33K 0.04% 418
2017
Q1 		$146K Sell
1,718
-32
-2% -$2.83K 0.04% 397
2016
Q4 		$164K Sell
1,750
-149
-8% -$13.2K 0.04% 420
2016
Q3 		$166K Buy
1,899
+703
+59% +$59.1K 0.04% 409
2016
Q2 		$111K Buy
1,196
+87
+8% +$7.79K 0.03% 474
2016
Q1 		$86K Buy
1,109
+803
+262% +$60K 0.02% 514
2015
Q4 		$27K Buy
306
+60
+24% +$6.39K 0.01% 826
2015
Q3 		$29K Buy
246
+25
+11% +$3.07K 0.01% 786
2015
Q2 		$35K Sell
221
-725
-77% -$115K 0.01% 823
2015
Q1 		$127K Buy
946
+765
+423% +$110K 0.04% 459
2014
Q4 		$30K Buy
181
+112
+162% +$24.8K 0.01% 1088
2014
Q3 		$19K Sell
69
-6
-8% -$1.73K ﹤0.01% 1303
2014
Q2 		$23K Hold
75
– – ﹤0.01% 1223
2014
Q1 		$22K Sell
75
-5
-6% -$1.41K ﹤0.01% 1223
2013
Q4 		$23K Sell
80
-75
-48% -$21.1K ﹤0.01% 1305
2013
Q3 		$46K Sell
155
-33
-18% -$9.95K 0.01% 967
2013
Q2 		$51K Buy
+188
New +$50.4K 0.01% 879

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

WFG Advisors's USO Position: Q2 2017 in Review

WFG Advisors increased its United States Oil Fund (USO) stake by 24% in Q2 2017, buying an estimated $33K and bringing the position to 2,130 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #418.

WFG Advisors first reported a position in USO in Q2 2013 and has held it in 17 quarters since. The position peaked at $166K in Q3 2016. 177 funds tracked by Wall St. Rank hold USO as of Q2 2017.

  • WFG Advisors held 2,130 shares of United States Oil Fund worth $162K as of Q2 2017.
  • WFG Advisors bought 412 United States Oil Fund shares in Q2 2017, an estimated $33K.
  • United States Oil Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #418 holding.
  • WFG Advisors first reported a position in United States Oil Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's United States Oil Fund position peaked at $166K in Q3 2016.
  • 177 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.