Advantage Investment Management’s Enterprise Products Partners EPD Stock Holding History

Advantage Investment Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$61K	Hold	2,140	–	–	0.05%	301
2019 Q2	$62K	Hold	2,140	–	–	0.05%	302
2019 Q1	$62K	Hold	2,140	–	–	0.05%	298
2018 Q4	$53K	Sell	2,140 -350	-14%	-$9.37K	0.04%	335
2018 Q3	$72K	Hold	2,490	–	–	0.05%	329
2018 Q2	$69K	Buy	2,490 +1,020	+69%	+$27.9K	0.05%	316
2018 Q1	$36K	Sell	1,470 -20	-1%	-$533	0.01%	441
2017 Q4	$40K	Hold	1,490	–	–	0.01%	442
2017 Q3	$39K	Sell	1,490 -20	-1%	-$529	0.01%	439
2017 Q2	$41K	Buy	1,510 +390	+35%	+$10.6K	0.01%	424
2017 Q1	$31K	Sell	1,120 -40	-3%	-$1.12K	0.01%	462
2016 Q4	$31K	Buy	1,160 +560	+93%	+$14.6K	0.01%	424
2016 Q3	$17K	Hold	600	–	–	0.01%	524
2016 Q2	$18K	Hold	600	–	–	0.01%	487
2016 Q1	$15K	Hold	600	–	–	0.01%	499
2015 Q4	$15K	Sell	600 -500	-45%	-$13K	0.01%	513
2015 Q3	$27K	Hold	1,100	–	–	0.02%	398
2015 Q2	$33K	Hold	1,100	–	–	0.02%	396
2015 Q1	$36K	Hold	1,100	–	–	0.02%	370
2014 Q4	$40K	Buy	+1,100	New	+$40.7K	0.03%	333

Other funds holding EPD

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advantage Investment Management's EPD Position: Q3 2019 in Review

Advantage Investment Management held its Enterprise Products Partners (EPD) position steady in Q3 2019 at 2,140 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #301.

Advantage Investment Management first reported a position in EPD in Q4 2014 and has held it in 20 quarters since. The position peaked at $72K in Q3 2018. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

Advantage Investment Management held 2,140 shares of Enterprise Products Partners worth $61K as of Q3 2019.
Advantage Investment Management left its Enterprise Products Partners share count unchanged in Q3 2019.
Enterprise Products Partners made up 0.05% of Advantage Investment Management's portfolio in Q3 2019, its #301 holding.
Advantage Investment Management first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Enterprise Products Partners position peaked at $72K in Q3 2018.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.