LPL Financial
USDP

LPL Financial’s USD PARTNERS LP USDP Stock Holding History

LPL Financial’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
Q3 		– Sell
-16,954
Closed -$191K – 3391
2019
Q2 		$191K Sell
16,954
-3,447
-17% -$37.6K ﹤0.01% 3037
2019
Q1 		$221K Buy
20,401
+5,299
+35% +$58.3K ﹤0.01% 2868
2018
Q4 		$158K Buy
+15,102
New +$157K ﹤0.01% 2877

Other funds holding USDP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's USDP Position: Q3 2019 in Review

LPL Financial sold out of USD PARTNERS LP (USDP) in Q3 2019, closing a stake of 16,954 shares — an estimated $191K sold.

LPL Financial first reported a position in USDP in Q4 2018 and held it in 3 quarters. The position peaked at $221K in Q1 2019. 24 funds tracked by Wall St. Rank hold USDP as of Q3 2019.

  • LPL Financial reported no remaining USD PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 16,954 USD PARTNERS LP shares in Q3 2019, an estimated $191K.
  • LPL Financial first reported a position in USD PARTNERS LP in Q4 2018 and held it in 3 quarters.
  • LPL Financial's USD PARTNERS LP position peaked at $221K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.