VWA
USDP

V Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-500
Closed -$6K – 739
2017
Q2 		$6K Buy
+500
New +$6.5K ﹤0.01% 644

Other funds holding USDP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFAM
Institutional & Family Asset Management Fort Collins, Colorado $654M AUM 12.29% 1-Year Est. Return

V Wealth Advisors's USDP Position: Q3 2017 in Review

V Wealth Advisors sold out of USD PARTNERS LP (USDP) in Q3 2017, closing a stake of 500 shares — an estimated $6K sold.

V Wealth Advisors first reported a position in USDP in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 23 funds tracked by Wall St. Rank hold USDP as of Q3 2017.

  • V Wealth Advisors reported no remaining USD PARTNERS LP position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 500 USD PARTNERS LP shares in Q3 2017, an estimated $6K.
  • V Wealth Advisors first reported a position in USD PARTNERS LP in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's USD PARTNERS LP position peaked at $6K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.