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Biegel & Waller’s Enterprise Products Partners EPD Stock Holding History

Biegel & Waller’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
Q3 		$204K Buy
+7,147
New +$208K 0.11% 67
2018
Q4 		– Sell
-7,080
Closed -$203K – 76
2018
Q3 		$203K Buy
+7,080
New +$205K 0.12% 71

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Biegel & Waller's EPD Position: Q3 2019 in Review

Biegel & Waller opened a new position in Enterprise Products Partners (EPD) in Q3 2019: 7,147 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Biegel & Waller previously reported a position in EPD as recently as Q3 2018.

Biegel & Waller first reported a position in EPD in Q3 2018 and has held it in 2 quarters since. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Biegel & Waller held 7,147 shares of Enterprise Products Partners worth $204K as of Q3 2019.
  • Enterprise Products Partners was a new Biegel & Waller position in Q3 2019.
  • Enterprise Products Partners made up 0.11% of Biegel & Waller's portfolio in Q3 2019, its #67 holding.
  • Biegel & Waller first reported a position in Enterprise Products Partners in Q3 2018 and has held it in 2 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.