IWM
USDP

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

IHT 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
2018
Q1 		– Sell
-2,800
Closed -$33K – 1779
2017
Q4 		$33K Buy
+2,800
New +$29.7K 0.01% 835

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $4.62B AUM 25.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
California Public Employees Retirement System
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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

IHT Wealth Management's USDP Position: Q1 2018 in Review

IHT Wealth Management sold out of USD PARTNERS LP (USDP) in Q1 2018, closing a stake of 2,800 shares — an estimated $33K sold.

IHT Wealth Management first reported a position in USDP in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 25 funds tracked by Wall St. Rank hold USDP as of Q1 2018.

  • IHT Wealth Management reported no remaining USD PARTNERS LP position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,800 USD PARTNERS LP shares in Q1 2018, an estimated $33K.
  • IHT Wealth Management first reported a position in USD PARTNERS LP in Q4 2017 and held it in 1 quarter.
  • IHT Wealth Management's USD PARTNERS LP position peaked at $33K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.