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BKS Advisors’s Enterprise Products Partners EPD Stock Holding History

BKS 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
Q1 		$579K Hold
19,900
– – 0.23% 105
2018
Q4 		$489K Hold
19,900
– – 0.22% 111
2018
Q3 		$571K Sell
19,900
-5,750
-22% -$166K 0.21% 119
2018
Q2 		$710K Buy
+25,650
New +$701K 0.25% 97

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BKS Advisors's EPD Position: Q1 2019 in Review

BKS Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2019 at 19,900 shares worth $579K. The position accounts for 0.23% of the portfolio, ranked #105.

BKS Advisors first reported a position in EPD in Q2 2018 and has held it in 4 quarters since. The position peaked at $710K in Q2 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • BKS Advisors held 19,900 shares of Enterprise Products Partners worth $579K as of Q1 2019.
  • BKS Advisors left its Enterprise Products Partners share count unchanged in Q1 2019.
  • Enterprise Products Partners made up 0.23% of BKS Advisors's portfolio in Q1 2019, its #105 holding.
  • BKS Advisors first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 4 quarters since.
  • BKS Advisors's Enterprise Products Partners position peaked at $710K in Q2 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.