AWM
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Altavista Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Altavista 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
Q1 		– Sell
-11,630
Closed -$286K – 154
2018
Q4 		$286K Sell
11,630
-599
-5% -$16K 0.12% 120
2018
Q3 		$351K Buy
12,229
+277
+2% +$8K 0.13% 118
2018
Q2 		$331K Buy
11,952
+1,766
+17% +$48.3K 0.13% 116
2018
Q1 		$249K Sell
10,186
-796
-7% -$21.2K 0.11% 130
2017
Q4 		$291K Sell
10,982
-122
-1% -$3.09K 0.12% 124
2017
Q3 		$289K Buy
+11,104
New +$294K 0.14% 110
2017
Q1 		– Sell
-7,518
Closed -$203K – 129
2016
Q4 		$203K Hold
7,518
– – 0.11% 124
2016
Q3 		$208K Hold
7,518
– – 0.11% 124
2016
Q2 		$220K Buy
+7,518
New +$202K 0.12% 122
2015
Q3 		– Sell
-8,306
Closed -$248K – 110
2015
Q2 		$248K Hold
8,306
– – 0.15% 99
2015
Q1 		$274K Hold
8,306
– – 0.17% 96
2014
Q4 		$306K Hold
8,306
– – 0.19% 94
2014
Q3 		$335K Sell
8,306
-500
-6% -$19.6K 0.22% 93
2014
Q2 		$345K Hold
8,806
– – 0.22% 91
2014
Q1 		$305K Sell
8,806
-1,600
-15% -$53K 0.19% 94
2013
Q4 		$345K Buy
10,406
+1,400
+16% +$43.6K 0.21% 92
2013
Q3 		$275K Sell
9,006
-574
-6% -$17.5K 0.18% 100
2013
Q2 		$298K Buy
+9,580
New +$290K 0.2% 95

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Altavista Wealth Management's EPD Position: Q1 2019 in Review

Altavista Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 11,630 shares — an estimated $286K sold.

Altavista Wealth Management first reported a position in EPD in Q2 2013 and held it in 18 quarters. The position peaked at $351K in Q3 2018. 1,051 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Altavista Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Altavista Wealth Management sold 11,630 Enterprise Products Partners shares in Q1 2019, an estimated $286K.
  • Altavista Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 18 quarters.
  • Altavista Wealth Management's Enterprise Products Partners position peaked at $351K in Q3 2018.
  • 1,051 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Altavista Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.