IFP Advisors’s USD PARTNERS LP USDP Stock Holding History

IFP 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
2019 Q1	–	Sell	-200	Closed	-$2K	–	3593
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	3219
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	3605
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	3652
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	3563
2017 Q4	$2K	Sell	200 -100	-33%	-$1.06K	﹤0.01%	3614
2017 Q3	$3K	Sell	300 -1,000	-77%	-$11K	﹤0.01%	3660
2017 Q2	$15K	Hold	1,300	–	–	﹤0.01%	2770
2017 Q1	$16K	Sell	1,300 -600	-32%	-$8.5K	﹤0.01%	2661
2016 Q4	$30K	Buy	1,900 +600	+46%	+$8.37K	﹤0.01%	2207
2016 Q3	$16K	Hold	1,300	–	–	﹤0.01%	2554
2016 Q2	$13K	Buy	+1,300	New	+$12.7K	﹤0.01%	2630
2016 Q1	–	Sell	-1,725	Closed	-$12K	–	3585
2015 Q4	$12K	Buy	+1,725	New	+$15.1K	﹤0.01%	2499

Other funds holding USDP

Advisory Research Chicago, Illinois $813M AUM 36.71% 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

OppenheimerFunds New York $80.4B AUM 15.1% 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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

IFP Advisors's USDP Position: Q1 2019 in Review

IFP Advisors sold out of USD PARTNERS LP (USDP) in Q1 2019, closing a stake of 200 shares — an estimated $2K sold.

IFP Advisors first reported a position in USDP in Q4 2015 and held it in 12 quarters. The position peaked at $30K in Q4 2016. 36 funds tracked by Wall St. Rank hold USDP as of Q1 2019.

IFP Advisors reported no remaining USD PARTNERS LP position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 200 USD PARTNERS LP shares in Q1 2019, an estimated $2K.
IFP Advisors first reported a position in USD PARTNERS LP in Q4 2015 and held it in 12 quarters.
IFP Advisors's USD PARTNERS LP position peaked at $30K in Q4 2016.
36 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.