JP Morgan Private Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History

JP Morgan Private Wealth 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
2020 Q2	–	Sell	-16,335	Closed	-$47K	–	1607
2020 Q1	$47K	Hold	16,335	–	–	﹤0.01%	1391
2019 Q4	$162K	Hold	16,335	–	–	﹤0.01%	1420
2019 Q3	$171K	Sell	16,335 -1,195	-7%	-$13.1K	﹤0.01%	1360
2019 Q2	$198K	Hold	17,530	–	–	﹤0.01%	1301
2019 Q1	$190K	Buy	17,530 +1,301	+8%	+$14.3K	﹤0.01%	1381
2018 Q4	$170K	Sell	16,229 -644	-4%	-$6.71K	﹤0.01%	1356
2018 Q3	$163K	Hold	16,873	–	–	﹤0.01%	1498
2018 Q2	$181K	Buy	+16,873	New	+$184K	﹤0.01%	1383

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

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

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

TCA

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's USDP Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of USD PARTNERS LP (USDP) in Q2 2020, closing a stake of 16,335 shares — an estimated $47K sold.

JP Morgan Private Wealth Advisors first reported a position in USDP in Q2 2018 and held it in 8 quarters. The position peaked at $198K in Q2 2019. 22 funds tracked by Wall St. Rank hold USDP as of Q2 2020.

JP Morgan Private Wealth Advisors reported no remaining USD PARTNERS LP position as of Q2 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 16,335 USD PARTNERS LP shares in Q2 2020, an estimated $47K.
JP Morgan Private Wealth Advisors first reported a position in USD PARTNERS LP in Q2 2018 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's USD PARTNERS LP position peaked at $198K in Q2 2019.
22 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.