Artemis Investment Management’s Enterprise Products Partners EPD Stock Holding History

Artemis Investment 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 Q3	–	Sell	-29,594	Closed	-$852K	–	254
2019 Q2	$852K	Hold	29,594	–	–	0.01%	264
2019 Q1	$862K	Hold	29,594	–	–	0.01%	267
2018 Q4	$727K	Sell	29,594 -3,258	-10%	-$87.2K	0.01%	249
2018 Q3	$944K	Hold	32,852	–	–	0.01%	269
2018 Q2	$909K	Buy	32,852 +9,597	+41%	+$262K	0.01%	218
2018 Q1	$570K	Hold	23,255	–	–	0.01%	212
2017 Q4	$616K	Sell	23,255 -9,219	-28%	-$233K	0.01%	209
2017 Q3	$848K	Hold	32,474	–	–	0.02%	203
2017 Q2	$880K	Hold	32,474	–	–	0.02%	215
2017 Q1	$896K	Hold	32,474	–	–	0.02%	186
2016 Q4	$878K	Hold	32,474	–	–	0.02%	202
2016 Q3	$897K	Sell	32,474 -22,708	-41%	-$627K	0.03%	193
2016 Q2	$1.61M	Hold	55,182	–	–	0.04%	188
2016 Q1	$1.36M	Buy	55,182 +35,815	+185%	+$834K	0.03%	193
2015 Q4	$496K	Sell	19,367 -34,462	-64%	-$895K	0.01%	201
2015 Q3	$1.34M	Hold	53,829	–	–	0.04%	182
2015 Q2	$1.61M	Buy	+53,829	New	+$1.76M	0.05%	163

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Artemis Investment Management's EPD Position: Q3 2019 in Review

Artemis Investment Management sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 29,594 shares — an estimated $852K sold.

Artemis Investment Management first reported a position in EPD in Q2 2015 and held it in 17 quarters. The position peaked at $1.61M in Q2 2016. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

Artemis Investment Management reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
Artemis Investment Management sold 29,594 Enterprise Products Partners shares in Q3 2019, an estimated $852K.
Artemis Investment Management first reported a position in Enterprise Products Partners in Q2 2015 and held it in 17 quarters.
Artemis Investment Management's Enterprise Products Partners position peaked at $1.61M in Q2 2016.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Artemis Investment Management's 13F filing for Q3 2019, filed 10 Oct 2019.