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Atlas Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Atlas Capital 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
2020
Q1 		– Sell
-4,000
Closed -$113K – 680
2019
Q4 		$113K Buy
4,000
+800
+25% +$21.7K 0.03% 385
2019
Q3 		$91.5K Sell
3,200
-3,800
-54% -$111K 0.03% 412
2019
Q2 		$202K Buy
+7,000
New +$202K 0.07% 288

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Atlas Capital Advisors's EPD Position: Q1 2020 in Review

Atlas Capital Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 4,000 shares — an estimated $113K sold.

Atlas Capital Advisors first reported a position in EPD in Q2 2019 and held it in 3 quarters. The position peaked at $202K in Q2 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Atlas Capital Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 4,000 Enterprise Products Partners shares in Q1 2020, an estimated $113K.
  • Atlas Capital Advisors first reported a position in Enterprise Products Partners in Q2 2019 and held it in 3 quarters.
  • Atlas Capital Advisors's Enterprise Products Partners position peaked at $202K in Q2 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Atlas Capital Advisors's 13F filing for Q1 2020, filed 4 May 2020.