Baird Financial Group
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Baird Financial Group’s Enterprise Products Partners EPD Stock Holding History

Baird Financial Group’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
-16,172
Closed -$462K – 1515
2019
Q3 		$462K Buy
16,172
+3,864
+31% +$113K ﹤0.01% 1193
2019
Q2 		$355K Buy
+12,308
New +$355K ﹤0.01% 1290
2018
Q3 		– Sell
-339,926
Closed -$9.41M – 1333
2018
Q2 		$9.41M Buy
339,926
+202,665
+148% +$5.54M 0.06% 303
2018
Q1 		$3.36M Buy
137,261
+15,190
+12% +$404K 0.02% 508
2017
Q4 		$3.24M Buy
122,071
+5,193
+4% +$131K 0.02% 503
2017
Q3 		$3.05M Sell
116,878
-4,866
-4% -$129K 0.02% 517
2017
Q2 		$3.3M Buy
121,744
+7,695
+7% +$208K 0.03% 497
2017
Q1 		$3.15M Buy
114,049
+9,032
+9% +$252K 0.03% 486
2016
Q4 		$2.84M Buy
105,017
+5,617
+6% +$146K 0.02% 493
2016
Q3 		$2.75M Buy
99,400
+375
+0.4% +$10.4K 0.02% 490
2016
Q2 		$2.93M Buy
99,025
+8,540
+9% +$229K 0.03% 468
2016
Q1 		$2.23M Buy
90,485
+3,008
+3% +$70K 0.02% 515
2015
Q4 		$2.24M Buy
87,477
+6,160
+8% +$160K 0.02% 501
2015
Q3 		$2.02M Buy
81,317
+10,252
+14% +$284K 0.02% 513
2015
Q2 		$2.12M Buy
+71,065
New +$2.33M 0.02% 543

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

Baird Financial Group's EPD Position: Q4 2019 in Review

Baird Financial Group sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 16,172 shares — an estimated $462K sold.

Baird Financial Group first reported a position in EPD in Q2 2015 and held it in 15 quarters. The position peaked at $9.41M in Q2 2018. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Baird Financial Group reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • Baird Financial Group sold 16,172 Enterprise Products Partners shares in Q4 2019, an estimated $462K.
  • Baird Financial Group first reported a position in Enterprise Products Partners in Q2 2015 and held it in 15 quarters.
  • Baird Financial Group's Enterprise Products Partners position peaked at $9.41M in Q2 2018.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Baird Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.