CGA
USDP

Crescent Grove Advisors’s USD PARTNERS LP USDP Stock Holding History

Crescent Grove 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
2021
Q4 		– Sell
-16,060
Closed -$100K – 310
2021
Q3 		$100K Buy
+16,060
New +$107K 0.01% 262

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crescent Grove Advisors's USDP Position: Q4 2021 in Review

Crescent Grove Advisors sold out of USD PARTNERS LP (USDP) in Q4 2021, closing a stake of 16,060 shares — an estimated $100K sold.

Crescent Grove Advisors first reported a position in USDP in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 20 funds tracked by Wall St. Rank hold USDP as of Q4 2021.

  • Crescent Grove Advisors reported no remaining USD PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Crescent Grove Advisors sold 16,060 USD PARTNERS LP shares in Q4 2021, an estimated $100K.
  • Crescent Grove Advisors first reported a position in USD PARTNERS LP in Q3 2021 and held it in 1 quarter.
  • Crescent Grove Advisors's USD PARTNERS LP position peaked at $100K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2021.

Based on Crescent Grove Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.