AG
USDP

Advisor Group’s USD PARTNERS LP USDP Stock Holding History

Advisor Group’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-210
Closed -$2K – 5284
2018
Q3 		$2K Hold
210
– – ﹤0.01% 4887
2018
Q2 		$2K Hold
210
– – ﹤0.01% 4716
2018
Q1 		$2K Buy
210
+40
+24% +$451 ﹤0.01% 4725
2017
Q4 		$2K Buy
170
+100
+143% +$1.06K ﹤0.01% 4727
2017
Q3 		$1K Hold
70
– – ﹤0.01% 4748
2017
Q2 		$1K Buy
+70
New +$911 ﹤0.01% 4708

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's USDP Position: Q4 2018 in Review

Advisor Group sold out of USD PARTNERS LP (USDP) in Q4 2018, closing a stake of 210 shares — an estimated $2K sold.

Advisor Group first reported a position in USDP in Q2 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 33 funds tracked by Wall St. Rank hold USDP as of Q4 2018.

  • Advisor Group reported no remaining USD PARTNERS LP position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 210 USD PARTNERS LP shares in Q4 2018, an estimated $2K.
  • Advisor Group first reported a position in USD PARTNERS LP in Q2 2017 and held it in 6 quarters.
  • Advisor Group's USD PARTNERS LP position peaked at $2K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.