Boys Arnold & Co’s Enterprise Products Partners EPD Stock Holding History

Boys Arnold & Co’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
2020 Q1	–	Sell	-7,762	Closed	-$219K	–	257
2019 Q4	$219K	Hold	7,762	–	–	0.03%	256
2019 Q3	$222K	Hold	7,762	–	–	0.03%	253
2019 Q2	$224K	Hold	7,762	–	–	0.03%	253
2019 Q1	$226K	Buy	+7,762	New	+$217K	0.03%	255
2018 Q2	–	Sell	-15,412	Closed	-$410K	–	280
2018 Q1	$410K	Sell	15,412 -12,232	-44%	-$326K	0.06%	224
2017 Q4	$733K	Hold	27,644	–	–	0.11%	172
2017 Q3	$721K	Hold	27,644	–	–	0.11%	166
2017 Q2	$749K	Sell	27,644 -3,000	-10%	-$81.3K	0.1%	165
2017 Q1	$846K	Buy	30,644 +624	+2%	+$17.4K	0.13%	149
2016 Q4	$812K	Hold	30,020	–	–	0.14%	147
2016 Q3	$829K	Sell	30,020 -1,205	-4%	-$33.3K	0.14%	141
2016 Q2	$914K	Buy	+31,225	New	+$838K	0.16%	134
2015 Q1	–	Sell	-6,787	Closed	-$245K	–	215
2014 Q4	$245K	Buy	6,787 +357	+6%	+$13.2K	0.05%	189
2014 Q3	$259K	Buy	6,430 +6	+0.1%	+$235	0.05%	188
2014 Q2	$251K	Buy	+6,424	New	+$237K	0.04%	194

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Boys Arnold & Co's EPD Position: Q1 2020 in Review

Boys Arnold & Co sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,762 shares — an estimated $219K sold.

Boys Arnold & Co first reported a position in EPD in Q2 2014 and held it in 15 quarters. The position peaked at $914K in Q2 2016. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Boys Arnold & Co reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Boys Arnold & Co sold 7,762 Enterprise Products Partners shares in Q1 2020, an estimated $219K.
Boys Arnold & Co first reported a position in Enterprise Products Partners in Q2 2014 and held it in 15 quarters.
Boys Arnold & Co's Enterprise Products Partners position peaked at $914K in Q2 2016.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Boys Arnold & Co's 13F filing for Q1 2020, filed 24 Apr 2020.