HighTower Advisors’s USD PARTNERS LP USDP Stock Holding History

HighTower 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	-31,300	Closed	-$195K	–	3537
2021 Q3	$195K	Buy	+31,300	New	+$209K	﹤0.01%	2726

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

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

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 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 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 New York $235B AUM 32.99% 1-Year Est. Return

HighTower Advisors's USDP Position: Q4 2021 in Review

HighTower Advisors sold out of USD PARTNERS LP (USDP) in Q4 2021, closing a stake of 31,300 shares — an estimated $195K sold.

HighTower Advisors first reported a position in USDP in Q3 2021 and held it in 1 quarter. The position peaked at $195K in Q3 2021. 20 funds tracked by Wall St. Rank hold USDP as of Q4 2021.

HighTower Advisors reported no remaining USD PARTNERS LP position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 31,300 USD PARTNERS LP shares in Q4 2021, an estimated $195K.
HighTower Advisors first reported a position in USD PARTNERS LP in Q3 2021 and held it in 1 quarter.
HighTower Advisors's USD PARTNERS LP position peaked at $195K in Q3 2021.
20 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.