FCI
USDP

Financial Counselors Inc’s USD PARTNERS LP USDP Stock Holding History

Financial Counselors Inc’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
2017
Q1 		– Sell
-14,817
Closed -$234K – 526
2016
Q4 		$234K Buy
+14,817
New +$207K 0.01% 436
2016
Q2 		$142K Buy
+14,717
New +$144K 0.01% 428

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Counselors Inc's USDP Position: Q1 2017 in Review

Financial Counselors Inc sold out of USD PARTNERS LP (USDP) in Q1 2017, closing a stake of 14,817 shares — an estimated $234K sold.

Financial Counselors Inc first reported a position in USDP in Q2 2016 and held it in 2 quarters. The position peaked at $234K in Q4 2016. 28 funds tracked by Wall St. Rank hold USDP as of Q1 2017.

  • Financial Counselors Inc reported no remaining USD PARTNERS LP position as of Q1 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 14,817 USD PARTNERS LP shares in Q1 2017, an estimated $234K.
  • Financial Counselors Inc first reported a position in USD PARTNERS LP in Q2 2016 and held it in 2 quarters.
  • Financial Counselors Inc's USD PARTNERS LP position peaked at $234K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2017.

Based on Financial Counselors Inc's 13F filing for Q1 2017, filed 12 May 2017.