Tortoise Index Solutions’s USD PARTNERS LP USDP Stock Holding History

Tortoise Index Solutions’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
2020 Q2	–	Sell	-5,267	Closed	-$15K	–	98
2020 Q1	$15K	Sell	5,267 -700	-12%	-$5.75K	0.01%	105
2019 Q4	$59K	Buy	5,967 +1,764	+42%	+$17.4K	0.01%	98
2019 Q3	$44K	Buy	4,203 +42	+1%	+$459	0.01%	123
2019 Q2	$47K	Buy	4,161 +29	+0.7%	+$317	0.01%	120
2019 Q1	$45K	Buy	4,132 +127	+3%	+$1.4K	0.01%	119
2018 Q4	$42K	Buy	4,005 +1,794	+81%	+$18.7K	0.02%	80
2018 Q3	$21K	Buy	2,211 +156	+8%	+$1.58K	0.01%	85
2018 Q2	$22K	Buy	2,055 +220	+12%	+$2.4K	0.02%	92
2018 Q1	$19K	Buy	1,835 +135	+8%	+$1.52K	0.02%	101
2017 Q4	$19K	Buy	+1,700	New	+$18.1K	0.02%	101
2015 Q3	$1K	Buy	178 +18	+11%	+$189	﹤0.01%	96
2015 Q2	$2K	Buy	+160	New	+$2.2K	0.01%	93

Other funds holding USDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Tortoise Index Solutions's USDP Position: Q2 2020 in Review

Tortoise Index Solutions sold out of USD PARTNERS LP (USDP) in Q2 2020, closing a stake of 5,267 shares — an estimated $15K sold.

Tortoise Index Solutions first reported a position in USDP in Q2 2015 and held it in 12 quarters. The position peaked at $59K in Q4 2019. 22 funds tracked by Wall St. Rank hold USDP as of Q2 2020.

Tortoise Index Solutions reported no remaining USD PARTNERS LP position as of Q2 2020 after selling out during the quarter.
Tortoise Index Solutions sold 5,267 USD PARTNERS LP shares in Q2 2020, an estimated $15K.
Tortoise Index Solutions first reported a position in USD PARTNERS LP in Q2 2015 and held it in 12 quarters.
Tortoise Index Solutions's USD PARTNERS LP position peaked at $59K in Q4 2019.
22 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2020.

Based on Tortoise Index Solutions's 13F filing for Q2 2020, filed 14 Aug 2020.