Evercore Wealth Management’s USD PARTNERS LP USDP Stock Holding History

Evercore Wealth 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
2019 Q3	–	Sell	-25,000	Closed	-$282K	–	426
2019 Q2	$282K	Hold	25,000	–	–	0.01%	349
2019 Q1	$270K	Hold	25,000	–	–	0.01%	346
2018 Q4	$261K	Hold	25,000	–	–	0.01%	331
2018 Q3	$241K	Hold	25,000	–	–	0.01%	374
2018 Q2	$269K	Hold	25,000	–	–	0.01%	347
2018 Q1	$259K	Buy	+25,000	New	+$282K	0.01%	313
2017 Q2	–	Sell	-10,000	Closed	-$123K	–	1051
2017 Q1	$123K	Hold	10,000	–	–	﹤0.01%	443
2016 Q4	$158K	Hold	10,000	–	–	0.01%	416
2016 Q3	$124K	Hold	10,000	–	–	0.01%	447
2016 Q2	$96K	Buy	+10,000	New	+$97.6K	﹤0.01%	469

Other funds holding USDP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Evercore Wealth Management's USDP Position: Q3 2019 in Review

Evercore Wealth Management sold out of USD PARTNERS LP (USDP) in Q3 2019, closing a stake of 25,000 shares — an estimated $282K sold.

Evercore Wealth Management first reported a position in USDP in Q2 2016 and held it in 10 quarters. The position peaked at $282K in Q2 2019. 24 funds tracked by Wall St. Rank hold USDP as of Q3 2019.

Evercore Wealth Management reported no remaining USD PARTNERS LP position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 25,000 USD PARTNERS LP shares in Q3 2019, an estimated $282K.
Evercore Wealth Management first reported a position in USD PARTNERS LP in Q2 2016 and held it in 10 quarters.
Evercore Wealth Management's USD PARTNERS LP position peaked at $282K in Q2 2019.
24 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.