AM
EPD icon

Atwater Malick’s Enterprise Products Partners EPD Stock Holding History

Atwater Malick’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
-2,782
Closed -$80K – 90
2019
Q3 		$80K Buy
+2,782
New +$81K 0.07% 55

Other funds holding EPD

Goldman Sachs
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
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

Atwater Malick's EPD Position: Q4 2019 in Review

Atwater Malick sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 2,782 shares — an estimated $80K sold.

Atwater Malick first reported a position in EPD in Q3 2019 and held it in 1 quarter. The position peaked at $80K in Q3 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Atwater Malick reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 2,782 Enterprise Products Partners shares in Q4 2019, an estimated $80K.
  • Atwater Malick first reported a position in Enterprise Products Partners in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's Enterprise Products Partners position peaked at $80K in Q3 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.