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Beacon Pointe Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$211K Buy
+7,488
New +$203K 0.04% 254
2019
Q3 		– Sell
-14,325
Closed -$414K – 270
2019
Q2 		$414K Buy
14,325
+10
+0.1% +$288 0.09% 178
2019
Q1 		$415K Buy
+14,315
New +$400K 0.09% 168

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

Beacon Pointe Wealth Advisors's EPD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Enterprise Products Partners (EPD) in Q4 2019: 7,488 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in EPD as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in EPD in Q1 2019 and has held it in 3 quarters since. The position peaked at $415K in Q1 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 7,488 shares of Enterprise Products Partners worth $211K as of Q4 2019.
  • Enterprise Products Partners was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Enterprise Products Partners made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #254 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Enterprise Products Partners position peaked at $415K in Q1 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.