Copeland Capital Management’s USD PARTNERS LP USDP Stock Holding History

Copeland Capital Management’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
2020 Q2	–	Sell	-1,324	Closed	-$4K	–	298
2020 Q1	$4K	Buy	1,324 +132	+11%	+$1.08K	﹤0.01%	202
2019 Q4	$12K	Hold	1,192	–	–	﹤0.01%	216
2019 Q3	$12K	Hold	1,192	–	–	﹤0.01%	211
2019 Q2	$13K	Buy	1,192 +45	+4%	+$491	﹤0.01%	211
2019 Q1	$12K	Buy	1,147 +43	+4%	+$473	﹤0.01%	208
2018 Q4	$12K	Buy	+1,104	New	+$11.5K	﹤0.01%	186

Other funds holding USDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Copeland Capital Management's USDP Position: Q2 2020 in Review

Copeland Capital Management sold out of USD PARTNERS LP (USDP) in Q2 2020, closing a stake of 1,324 shares — an estimated $4K sold.

Copeland Capital Management first reported a position in USDP in Q4 2018 and held it in 6 quarters. The position peaked at $13K in Q2 2019. 22 funds tracked by Wall St. Rank hold USDP as of Q2 2020.

Copeland Capital Management reported no remaining USD PARTNERS LP position as of Q2 2020 after selling out during the quarter.
Copeland Capital Management sold 1,324 USD PARTNERS LP shares in Q2 2020, an estimated $4K.
Copeland Capital Management first reported a position in USD PARTNERS LP in Q4 2018 and held it in 6 quarters.
Copeland Capital Management's USD PARTNERS LP position peaked at $13K in Q2 2019.
22 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2020.

Based on Copeland Capital Management's 13F filing for Q2 2020, filed 30 Jul 2020.