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Braun-Bostich & Associates’s Enterprise Products Partners EPD Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-2,024
Closed -$58K – 146
2019
Q2 		$58K Hold
2,024
– – 0.06% 181
2019
Q1 		$59K Hold
2,024
– – 0.06% 191
2018
Q4 		$50K Hold
2,024
– – 0.05% 172
2018
Q3 		$58K Hold
2,024
– – 0.06% 171
2018
Q2 		$56K Sell
2,024
-1,759
-46% -$48.1K 0.06% 171
2018
Q1 		$93K Hold
3,783
– – 0.08% 134
2017
Q4 		$100K Buy
+3,783
New +$95.8K 0.08% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

Braun-Bostich & Associates's EPD Position: Q3 2019 in Review

Braun-Bostich & Associates sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 2,024 shares — an estimated $58K sold.

Braun-Bostich & Associates first reported a position in EPD in Q4 2017 and held it in 7 quarters. The position peaked at $100K in Q4 2017. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Braun-Bostich & Associates reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,024 Enterprise Products Partners shares in Q3 2019, an estimated $58K.
  • Braun-Bostich & Associates first reported a position in Enterprise Products Partners in Q4 2017 and held it in 7 quarters.
  • Braun-Bostich & Associates's Enterprise Products Partners position peaked at $100K in Q4 2017.
  • 1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Braun-Bostich & Associates's 13F filing for Q3 2019, filed 14 Nov 2019.