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AWM
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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