Zhang Financial’s United States Oil Fund USO Stock Holding History

Zhang Financial’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
2019 Q3	–	Sell	-2,494	Closed	-$240K	–	91
2019 Q2	$240K	Hold	2,494	–	–	0.1%	77
2019 Q1	$249K	Hold	2,494	–	–	0.11%	72
2018 Q4	$193K	Hold	2,494	–	–	0.09%	79
2018 Q3	$318K	Hold	2,494	–	–	0.15%	58
2018 Q2	$299K	Hold	2,494	–	–	0.15%	59
2018 Q1	$254K	Hold	2,494	–	–	0.13%	68
2017 Q4	$247K	Hold	2,494	–	–	0.12%	71
2017 Q3	$200K	Hold	2,494	–	–	0.1%	77
2017 Q2	$182K	Hold	2,494	–	–	0.1%	73
2017 Q1	$247K	Hold	2,494	–	–	0.12%	68
2016 Q4	$227K	Hold	2,494	–	–	0.12%	69
2016 Q3	$218K	Hold	2,494	–	–	0.12%	72
2016 Q2	$231K	Hold	2,494	–	–	0.13%	71
2016 Q1	$194K	Buy	+2,494	New	+$186K	0.11%	70

Other funds holding USO

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Zhang Financial's USO Position: Q3 2019 in Review

Zhang Financial sold out of United States Oil Fund (USO) in Q3 2019, closing a stake of 2,494 shares — an estimated $240K sold.

Zhang Financial first reported a position in USO in Q1 2016 and held it in 14 quarters. The position peaked at $318K in Q3 2018. 127 funds tracked by Wall St. Rank hold USO as of Q3 2019.

Zhang Financial reported no remaining United States Oil Fund position as of Q3 2019 after selling out during the quarter.
Zhang Financial sold 2,494 United States Oil Fund shares in Q3 2019, an estimated $240K.
Zhang Financial first reported a position in United States Oil Fund in Q1 2016 and held it in 14 quarters.
Zhang Financial's United States Oil Fund position peaked at $318K in Q3 2018.
127 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2019.

Based on Zhang Financial's 13F filing for Q3 2019, filed 17 Oct 2019.