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

Alterna 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
-13,049
Closed -$353K – 183
2018
Q4 		$353K Buy
+13,049
New +$349K 0.06% 224

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AA
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KACA
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Bank of America
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UBS Group
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EIP
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Fayez Sarofim & Co
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Alterna Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 13,049 shares — an estimated $353K sold.

Alterna Wealth Management first reported a position in EPD in Q4 2018 and held it in 1 quarter. The position peaked at $353K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Alterna Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 13,049 Enterprise Products Partners shares in Q1 2019, an estimated $353K.
  • Alterna Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Enterprise Products Partners position peaked at $353K in Q4 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

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