Winslow Evans & Crocker’s United States Oil Fund USO Stock Holding History

Winslow Evans & Crocker’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 Q4	–	Sell	-38	Closed	-$3.13K	–	1158
2017 Q3	$3.13K	Sell	38 -372	-91%	-$29.3K	﹤0.01%	985
2017 Q2	$31.2K	Hold	410	–	–	0.01%	661
2017 Q1	$34.9K	Hold	410	–	–	0.01%	616
2016 Q4	$38.4K	Buy	410 +30	+8%	+$2.65K	0.01%	594
2016 Q3	$33.2K	Hold	380	–	–	0.01%	636
2016 Q2	$35.2K	Hold	380	–	–	0.01%	594
2016 Q1	$29.5K	Hold	380	–	–	0.01%	614
2015 Q4	$33.4K	Sell	380 -20	-5%	-$2.13K	0.01%	619
2015 Q3	$47K	Buy	400 +312	+355%	+$38.3K	0.01%	523
2015 Q2	$13.9K	Hold	88	–	–	﹤0.01%	854
2015 Q1	$11.8K	Hold	88	–	–	﹤0.01%	849
2014 Q4	$14.3K	Hold	88	–	–	﹤0.01%	811
2014 Q3	$24.1K	Sell	88 -25	-22%	-$7.21K	0.01%	698
2014 Q2	$35K	Sell	113 -118	-51%	-$35.4K	0.01%	561
2014 Q1	$67.7K	Sell	231 -12	-5%	-$3.39K	0.02%	436
2013 Q4	$69K	Buy	+243	New	+$68.3K	0.02%	462

Other funds holding USO

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Winslow Evans & Crocker's USO Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of United States Oil Fund (USO) in Q4 2017, closing a stake of 38 shares — an estimated $3.13K sold.

Winslow Evans & Crocker first reported a position in USO in Q4 2013 and held it in 16 quarters. The position peaked at $69K in Q4 2013. 165 funds tracked by Wall St. Rank hold USO as of Q4 2017.

Winslow Evans & Crocker reported no remaining United States Oil Fund position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 38 United States Oil Fund shares in Q4 2017, an estimated $3.13K.
Winslow Evans & Crocker first reported a position in United States Oil Fund in Q4 2013 and held it in 16 quarters.
Winslow Evans & Crocker's United States Oil Fund position peaked at $69K in Q4 2013.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.