SWP
USDP

Stratos Wealth Partners’s USD PARTNERS LP USDP Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-600
Closed -$6K – 2656
2018
Q3 		$6K Buy
+600
New +$6.09K ﹤0.01% 2408
2018
Q2 		– Sell
-600
Closed -$6K – 2739
2018
Q1 		$6K Buy
+600
New +$6.76K ﹤0.01% 2569

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's USDP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of USD PARTNERS LP (USDP) in Q4 2018, closing a stake of 600 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in USDP in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 33 funds tracked by Wall St. Rank hold USDP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining USD PARTNERS LP position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 600 USD PARTNERS LP shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in USD PARTNERS LP in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's USD PARTNERS LP position peaked at $6K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.