WFG Advisors’s USD PARTNERS LP USDP Stock Holding History

WFG 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 Q3	–	Sell	-500	Closed	-$5K	–	1719
2016 Q2	$5K	Buy	+500	New	+$4.88K	﹤0.01%	1257

Other funds holding USDP

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ECM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

WFG Advisors's USDP Position: Q3 2016 in Review

WFG Advisors sold out of USD PARTNERS LP (USDP) in Q3 2016, closing a stake of 500 shares — an estimated $5K sold.

WFG Advisors first reported a position in USDP in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 23 funds tracked by Wall St. Rank hold USDP as of Q3 2016.

WFG Advisors reported no remaining USD PARTNERS LP position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 500 USD PARTNERS LP shares in Q3 2016, an estimated $5K.
WFG Advisors first reported a position in USD PARTNERS LP in Q2 2016 and held it in 1 quarter.
WFG Advisors's USD PARTNERS LP position peaked at $5K in Q2 2016.
23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.