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Azimuth Capital Management’s Enterprise Products Partners EPD Stock Holding History

Azimuth Capital 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
2020
Q1 		– Sell
-10,300
Closed -$290K – 264
2019
Q4 		$290K Sell
10,300
-2,000
-16% -$54.2K 0.02% 256
2019
Q3 		$352K Buy
12,300
+2,000
+19% +$58.2K 0.02% 244
2019
Q2 		$297K Sell
10,300
-1,000
-9% -$28.8K 0.02% 254
2019
Q1 		$329K Hold
11,300
– – 0.02% 248
2018
Q4 		$278K Hold
11,300
– – 0.02% 260
2018
Q3 		$325K Sell
11,300
-70
-0.6% -$2.02K 0.02% 255
2018
Q2 		$315K Buy
11,370
+800
+8% +$21.9K 0.02% 255
2018
Q1 		$259K Buy
10,570
+400
+4% +$10.7K 0.02% 269
2017
Q4 		$270K Sell
10,170
-1,100
-10% -$27.9K 0.02% 269
2017
Q3 		$294K Hold
11,270
– – 0.02% 267
2017
Q2 		$305K Hold
11,270
– – 0.02% 258
2017
Q1 		$311K Sell
11,270
-735
-6% -$20.5K 0.03% 252
2016
Q4 		$325K Sell
12,005
-272
-2% -$7.09K 0.03% 246
2016
Q3 		$339K Buy
12,277
+1,307
+12% +$36.1K 0.03% 241
2016
Q2 		$321K Sell
10,970
-400
-4% -$10.7K 0.03% 242
2016
Q1 		$280K Buy
11,370
+500
+5% +$11.6K 0.03% 245
2015
Q4 		$278K Sell
10,870
-3,500
-24% -$90.9K 0.03% 247
2015
Q3 		$358K Buy
14,370
+2,000
+16% +$55.5K 0.04% 245
2015
Q2 		$370K Sell
12,370
-58,956
-83% -$1.93M 0.04% 251
2015
Q1 		$2.35M Buy
71,326
+5,700
+9% +$191K 0.23% 144
2014
Q4 		$2.37M Buy
65,626
+5,400
+9% +$200K 0.24% 130
2014
Q3 		$2.43M Buy
60,226
+1,290
+2% +$50.6K 0.27% 120
2014
Q2 		$2.31M Buy
58,936
+6,336
+12% +$234K 0.26% 122
2014
Q1 		$1.82M Sell
52,600
-2,000
-4% -$66.3K 0.22% 140
2013
Q4 		$1.81M Buy
54,600
+370
+0.7% +$11.5K 0.22% 136
2013
Q3 		$1.66M Sell
54,230
-16,680
-24% -$510K 0.23% 133
2013
Q2 		$2.2M Buy
+70,910
New +$2.15M 0.39% 91

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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Azimuth Capital Management's EPD Position: Q1 2020 in Review

Azimuth Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 10,300 shares — an estimated $290K sold.

Azimuth Capital Management first reported a position in EPD in Q2 2013 and held it in 27 quarters. The position peaked at $2.43M in Q3 2014. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Azimuth Capital Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Azimuth Capital Management sold 10,300 Enterprise Products Partners shares in Q1 2020, an estimated $290K.
  • Azimuth Capital Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 27 quarters.
  • Azimuth Capital Management's Enterprise Products Partners position peaked at $2.43M in Q3 2014.
  • 1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Azimuth Capital Management's 13F filing for Q1 2020, filed 13 May 2020.