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Wilbanks Smith & Thomas Asset Management’s United States Oil Fund USO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-350
Closed -$43K – 1256
2018
Q3 		$43K Buy
+350
New +$40.4K ﹤0.01% 714

Other funds holding USO

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Jane Street
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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
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's USO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of United States Oil Fund (USO) in Q4 2018, closing a stake of 350 shares — an estimated $43K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in USO in Q3 2018 and held it in 1 quarter. The position peaked at $43K in Q3 2018. 166 funds tracked by Wall St. Rank hold USO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining United States Oil Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 350 United States Oil Fund shares in Q4 2018, an estimated $43K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in United States Oil Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's United States Oil Fund position peaked at $43K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.