Creative Planning
USDP

Creative Planning’s USD PARTNERS LP USDP Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-11,548
Closed -$68K – 2671
2021
Q1 		$68K Buy
+11,548
New +$57.5K ﹤0.01% 2314
2017
Q3 		– Sell
-33,781
Closed -$378K – 3913
2017
Q2 		$378K Sell
33,781
-14,519
-30% -$189K ﹤0.01% 1161
2017
Q1 		$594K Buy
48,300
+23,832
+97% +$337K ﹤0.01% 901
2016
Q4 		$387K Buy
24,468
+8,590
+54% +$120K ﹤0.01% 1052
2016
Q3 		$197K Buy
15,878
+4,995
+46% +$56.8K ﹤0.01% 1407
2016
Q2 		$105K Buy
+10,883
New +$106K ﹤0.01% 1650

Other funds holding USDP

Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's USDP Position: Q2 2021 in Review

Creative Planning sold out of USD PARTNERS LP (USDP) in Q2 2021, closing a stake of 11,548 shares — an estimated $68K sold.

Creative Planning first reported a position in USDP in Q2 2016 and held it in 6 quarters. The position peaked at $594K in Q1 2017. 23 funds tracked by Wall St. Rank hold USDP as of Q2 2021.

  • Creative Planning reported no remaining USD PARTNERS LP position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 11,548 USD PARTNERS LP shares in Q2 2021, an estimated $68K.
  • Creative Planning first reported a position in USD PARTNERS LP in Q2 2016 and held it in 6 quarters.
  • Creative Planning's USD PARTNERS LP position peaked at $594K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.