Badgley, Phelps & Bell’s Enterprise Products Partners EPD Stock Holding History

Badgley, Phelps & Bell’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
2018 Q1	–	Sell	-8,978	Closed	-$238K	–	190
2017 Q4	$238K	Hold	8,978	–	–	0.02%	178
2017 Q3	$234K	Sell	8,978 -1,025	-10%	-$27.1K	0.02%	142
2017 Q2	$271K	Hold	10,003	–	–	0.02%	140
2017 Q1	$276K	Sell	10,003 -1,372	-12%	-$38.3K	0.02%	138
2016 Q4	$308K	Buy	+11,375	New	+$296K	0.03%	135

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

KACA

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

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

Badgley, Phelps & Bell's EPD Position: Q1 2018 in Review

Badgley, Phelps & Bell sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 8,978 shares — an estimated $238K sold.

Badgley, Phelps & Bell first reported a position in EPD in Q4 2016 and held it in 5 quarters. The position peaked at $308K in Q4 2016. 949 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

Badgley, Phelps & Bell reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
Badgley, Phelps & Bell sold 8,978 Enterprise Products Partners shares in Q1 2018, an estimated $238K.
Badgley, Phelps & Bell first reported a position in Enterprise Products Partners in Q4 2016 and held it in 5 quarters.
Badgley, Phelps & Bell's Enterprise Products Partners position peaked at $308K in Q4 2016.
949 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2018, filed 8 May 2018.