CIA
USDP

Cascade Investment Advisors’s USD PARTNERS LP USDP Stock Holding History

Cascade Investment Advisors’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
Q2 		– Sell
-450
Closed -$4.66K – 226
2018
Q1 		$4.66K Hold
450
– – ﹤0.01% 196
2017
Q4 		$5.06K Hold
450
– – ﹤0.01% 184
2017
Q3 		$4.95K Hold
450
– – ﹤0.01% 167
2017
Q2 		$5.04K Hold
450
– – ﹤0.01% 168
2017
Q1 		$5.54K Hold
450
– – ﹤0.01% 152
2016
Q4 		$7.11K Buy
+450
New +$6.28K 0.01% 169
2016
Q2 		$4.34K Buy
+450
New +$4.39K ﹤0.01% 163

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Cascade Investment Advisors's USDP Position: Q2 2018 in Review

Cascade Investment Advisors sold out of USD PARTNERS LP (USDP) in Q2 2018, closing a stake of 450 shares — an estimated $4.66K sold.

Cascade Investment Advisors first reported a position in USDP in Q2 2016 and held it in 7 quarters. The position peaked at $7.11K in Q4 2016. 30 funds tracked by Wall St. Rank hold USDP as of Q2 2018.

  • Cascade Investment Advisors reported no remaining USD PARTNERS LP position as of Q2 2018 after selling out during the quarter.
  • Cascade Investment Advisors sold 450 USD PARTNERS LP shares in Q2 2018, an estimated $4.66K.
  • Cascade Investment Advisors first reported a position in USD PARTNERS LP in Q2 2016 and held it in 7 quarters.
  • Cascade Investment Advisors's USD PARTNERS LP position peaked at $7.11K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2018.

Based on Cascade Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.