RJFSA
USDP

Raymond James Financial Services Advisors’s USD PARTNERS LP USDP Stock Holding History

Raymond James Financial Services 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
2016
Q4 		– Sell
-24,500
Closed -$303K – 2455
2016
Q3 		$303K Sell
24,500
-1,000
-4% -$11.4K ﹤0.01% 1779
2016
Q2 		$246K Hold
25,500
– – ﹤0.01% 1849
2016
Q1 		$212K Buy
+25,500
New +$178K ﹤0.01% 1731
2015
Q4 		– Sell
-26,500
Closed -$212K – 1638
2015
Q3 		$212K Buy
+26,500
New +$278K ﹤0.01% 1340

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Raymond James Financial Services Advisors's USDP Position: Q4 2016 in Review

Raymond James Financial Services Advisors sold out of USD PARTNERS LP (USDP) in Q4 2016, closing a stake of 24,500 shares — an estimated $303K sold.

Raymond James Financial Services Advisors first reported a position in USDP in Q3 2015 and held it in 4 quarters. The position peaked at $303K in Q3 2016. 26 funds tracked by Wall St. Rank hold USDP as of Q4 2016.

  • Raymond James Financial Services Advisors reported no remaining USD PARTNERS LP position as of Q4 2016 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 24,500 USD PARTNERS LP shares in Q4 2016, an estimated $303K.
  • Raymond James Financial Services Advisors first reported a position in USD PARTNERS LP in Q3 2015 and held it in 4 quarters.
  • Raymond James Financial Services Advisors's USD PARTNERS LP position peaked at $303K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2016.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.