BSW
USDP

Buckingham Strategic Wealth’s USD PARTNERS LP USDP Stock Holding History

Buckingham Strategic Wealth’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
2016
Q4 		– Sell
-10,000
Closed -$124K – 241
2016
Q3 		$124K Hold
10,000
– – 0.04% 219
2016
Q2 		$96K Hold
10,000
– – 0.03% 234
2016
Q1 		$83K Buy
+10,000
New +$69.7K 0.03% 232

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Buckingham Strategic Wealth's USDP Position: Q4 2016 in Review

Buckingham Strategic Wealth sold out of USD PARTNERS LP (USDP) in Q4 2016, closing a stake of 10,000 shares — an estimated $124K sold.

Buckingham Strategic Wealth first reported a position in USDP in Q1 2016 and held it in 3 quarters. The position peaked at $124K in Q3 2016. 26 funds tracked by Wall St. Rank hold USDP as of Q4 2016.

  • Buckingham Strategic Wealth reported no remaining USD PARTNERS LP position as of Q4 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,000 USD PARTNERS LP shares in Q4 2016, an estimated $124K.
  • Buckingham Strategic Wealth first reported a position in USD PARTNERS LP in Q1 2016 and held it in 3 quarters.
  • Buckingham Strategic Wealth's USD PARTNERS LP position peaked at $124K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2016, filed 30 Jan 2017.