RIA
USDP

Regal Investment Advisors’s USD PARTNERS LP USDP Stock Holding History

Regal Investment 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
Q1 		– Sell
-10,000
Closed -$69.7K – 242
2015
Q4 		$72K Hold
10,000
– – 0.02% 262
2015
Q3 		$80K Buy
10,000
+2,000
+25% +$21K 0.02% 379
2015
Q2 		$94K Buy
8,000
+2,000
+33% +$27.5K 0.03% 341
2015
Q1 		$84K Buy
6,000
+2,000
+50% +$26.5K 0.02% 364
2014
Q4 		$57K Buy
+4,000
New +$61.1K 0.02% 379

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Regal Investment Advisors's USDP Position: Q1 2016 in Review

Regal Investment Advisors sold out of USD PARTNERS LP (USDP) in Q1 2016, closing a stake of 10,000 shares — an estimated $69.7K sold.

Regal Investment Advisors first reported a position in USDP in Q4 2014 and held it in 5 quarters. The position peaked at $94K in Q2 2015. 23 funds tracked by Wall St. Rank hold USDP as of Q1 2016.

  • Regal Investment Advisors reported no remaining USD PARTNERS LP position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 10,000 USD PARTNERS LP shares in Q1 2016, an estimated $69.7K.
  • Regal Investment Advisors first reported a position in USD PARTNERS LP in Q4 2014 and held it in 5 quarters.
  • Regal Investment Advisors's USD PARTNERS LP position peaked at $94K in Q2 2015.
  • 23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.