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Alera Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Alera Investment Advisors’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
-1,240
Closed -$36K – 361
2019
Q1 		$36K Hold
1,240
– – 0.02% 201
2018
Q4 		$30K Buy
+1,240
New +$33.2K 0.02% 228

Other funds holding EPD

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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

Alera Investment Advisors's EPD Position: Q2 2019 in Review

Alera Investment Advisors sold out of Enterprise Products Partners (EPD) in Q2 2019, closing a stake of 1,240 shares — an estimated $36K sold.

Alera Investment Advisors first reported a position in EPD in Q4 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold EPD as of Q2 2019.

  • Alera Investment Advisors reported no remaining Enterprise Products Partners position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,240 Enterprise Products Partners shares in Q2 2019, an estimated $36K.
  • Alera Investment Advisors first reported a position in Enterprise Products Partners in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Enterprise Products Partners position peaked at $36K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.