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Aevitas Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-1,800
Closed -$52K – 173
2019
Q1 		$52K Hold
1,800
– – 0.05% 185
2018
Q4 		$44K Hold
1,800
– – 0.05% 191
2018
Q3 		$52K Hold
1,800
– – 0.05% 196
2018
Q2 		$50K Sell
1,800
-1,930
-52% -$52.8K 0.05% 192
2018
Q1 		$91K Hold
3,730
– – 0.09% 139
2017
Q4 		$99K Buy
+3,730
New +$94.4K 0.09% 137

Other funds holding EPD

Goldman Sachs
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aevitas Wealth Management's EPD Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2019, closing a stake of 1,800 shares — an estimated $52K sold.

Aevitas Wealth Management first reported a position in EPD in Q4 2017 and held it in 6 quarters. The position peaked at $99K in Q4 2017. 1,041 funds tracked by Wall St. Rank hold EPD as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,800 Enterprise Products Partners shares in Q2 2019, an estimated $52K.
  • Aevitas Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Enterprise Products Partners position peaked at $99K in Q4 2017.
  • 1,041 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.