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Andesa Financial Management’s Enterprise Products Partners EPD Stock Holding History

Andesa Financial 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
Q4 		– Sell
-7,606
Closed -$217K – 104
2019
Q3 		$217K Hold
7,606
– – 0.21% 98
2019
Q2 		$219K Sell
7,606
-17,842
-70% -$514K 0.21% 98
2019
Q1 		$744K Buy
25,448
+12,951
+104% +$362K 0.37% 62
2018
Q4 		$306K Buy
+12,497
New +$335K 0.36% 72

Other funds holding EPD

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HFA
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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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Andesa Financial Management's EPD Position: Q4 2019 in Review

Andesa Financial Management sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 7,606 shares — an estimated $217K sold.

Andesa Financial Management first reported a position in EPD in Q4 2018 and held it in 4 quarters. The position peaked at $744K in Q1 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Andesa Financial Management reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • Andesa Financial Management sold 7,606 Enterprise Products Partners shares in Q4 2019, an estimated $217K.
  • Andesa Financial Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 4 quarters.
  • Andesa Financial Management's Enterprise Products Partners position peaked at $744K in Q1 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Andesa Financial Management's 13F filing for Q4 2019, filed 31 Jan 2020.