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Apriem Advisors’s Enterprise Products Partners EPD Stock Holding History

Apriem 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
Q3 		– Sell
-12,583
Closed -$363K – 131
2019
Q2 		$363K Buy
12,583
+185
+1% +$5.33K 0.11% 90
2019
Q1 		$361K Buy
12,398
+187
+2% +$5.22K 0.1% 88
2018
Q4 		$300K Buy
12,211
+187
+2% +$5K 0.11% 94
2018
Q3 		$345K Buy
12,024
+169
+1% +$4.88K 0.08% 99
2018
Q2 		$328K Sell
11,855
-822
-6% -$22.5K 0.07% 94
2018
Q1 		$310K Buy
12,677
+178
+1% +$4.74K 0.08% 96
2017
Q4 		$331K Buy
12,499
+1,197
+11% +$30.3K 0.08% 93
2017
Q3 		$295K Buy
11,302
+177
+2% +$4.68K 0.07% 105
2017
Q2 		$301K Buy
11,125
+10,825
+3,608% +$293K 0.08% 96
2017
Q1 		$8K Hold
300
– – ﹤0.01% 435
2016
Q4 		$8K Hold
300
– – ﹤0.01% 456
2016
Q3 		$8K Sell
300
-662
-69% -$18.3K ﹤0.01% 421
2016
Q2 		$28K Sell
962
-988
-51% -$26.5K 0.01% 292
2016
Q1 		$48K Buy
1,950
+750
+63% +$17.5K 0.02% 200
2015
Q4 		$31K Sell
1,200
-1,000
-45% -$26K 0.01% 245
2015
Q3 		$55K Buy
2,200
+800
+57% +$22.2K 0.02% 191
2015
Q2 		$42K Sell
1,400
-1
-0.1% -$33 0.01% 232
2015
Q1 		$46K Sell
1,401
-169
-11% -$5.66K 0.02% 216
2014
Q4 		$57K Sell
1,570
-45,287
-97% -$1.67M 0.02% 177
2014
Q3 		$1.89M Buy
46,857
+1
+0% +$39 0.72% 48
2014
Q2 		$1.83M Sell
46,856
-3,582
-7% -$132K 0.7% 46
2014
Q1 		$1.75M Buy
50,438
+2
+0% +$66 0.66% 50
2013
Q4 		$1.67M Buy
50,436
+1,490
+3% +$46.4K 0.66% 49
2013
Q3 		$1.49M Sell
48,946
-56
-0.1% -$1.71K 0.65% 46
2013
Q2 		$1.52M Buy
+49,002
New +$1.48M 0.75% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Apriem Advisors's EPD Position: Q3 2019 in Review

Apriem Advisors sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 12,583 shares — an estimated $363K sold.

Apriem Advisors first reported a position in EPD in Q2 2013 and held it in 25 quarters. The position peaked at $1.89M in Q3 2014. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Apriem Advisors reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Apriem Advisors sold 12,583 Enterprise Products Partners shares in Q3 2019, an estimated $363K.
  • Apriem Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 25 quarters.
  • Apriem Advisors's Enterprise Products Partners position peaked at $1.89M in Q3 2014.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Apriem Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.