Tortoise Capital Advisors’s USD PARTNERS LP USDP Stock Holding History

Tortoise Capital 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
2022 Q1	–	Sell	-253,538	Closed	-$1.34M	–	160
2021 Q4	$1.34M	Hold	253,538	–	–	0.02%	83
2021 Q3	$1.58M	Hold	253,538	–	–	0.03%	93
2021 Q2	$1.91M	Hold	253,538	–	–	0.03%	84
2021 Q1	$1.48M	Hold	253,538	–	–	0.02%	97
2020 Q4	$865K	Hold	253,538	–	–	0.02%	78
2020 Q3	$801K	Hold	253,538	–	–	0.02%	81
2020 Q2	$809K	Sell	253,538 -1,328,199	-84%	-$4.31M	0.01%	68
2020 Q1	$4.56M	Sell	1,581,737 -307,330	-16%	-$2.52M	0.08%	50
2019 Q4	$18.7M	Sell	1,889,067 -568,625	-23%	-$5.62M	0.12%	45
2019 Q3	$25.7M	Buy	+2,457,692	New	+$26.8M	0.16%	40

Other funds holding USDP

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tortoise Capital Advisors's USDP Position: Q1 2022 in Review

Tortoise Capital Advisors sold out of USD PARTNERS LP (USDP) in Q1 2022, closing a stake of 253,538 shares — an estimated $1.34M sold.

Tortoise Capital Advisors first reported a position in USDP in Q3 2019 and held it in 10 quarters. The position peaked at $25.7M in Q3 2019. 19 funds tracked by Wall St. Rank hold USDP as of Q1 2022.

Tortoise Capital Advisors reported no remaining USD PARTNERS LP position as of Q1 2022 after selling out during the quarter.
Tortoise Capital Advisors sold 253,538 USD PARTNERS LP shares in Q1 2022, an estimated $1.34M.
Tortoise Capital Advisors first reported a position in USD PARTNERS LP in Q3 2019 and held it in 10 quarters.
Tortoise Capital Advisors's USD PARTNERS LP position peaked at $25.7M in Q3 2019.
19 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2022.

Based on Tortoise Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.