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Bush ODonnell Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Bush ODonnell Investment 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
2018
Q1 		– Sell
-15,445
Closed -$409K – 28
2017
Q4 		$409K Sell
15,445
-11,820
-43% -$299K 0.33% 32
2017
Q3 		$711K Sell
27,265
-5,903
-18% -$156K 0.54% 25
2017
Q2 		$898K Hold
33,168
– – 0.55% 25
2017
Q1 		$916K Hold
33,168
– – 0.57% 26
2016
Q4 		$897K Sell
33,168
-600
-2% -$15.6K 0.6% 27
2016
Q3 		$933K Hold
33,768
– – 0.62% 25
2016
Q2 		$988K Buy
33,768
+8,020
+31% +$215K 0.66% 24
2016
Q1 		$634K Hold
25,748
– – 0.43% 28
2015
Q4 		$659K Buy
25,748
+4,880
+23% +$127K 0.46% 24
2015
Q3 		$520K Buy
20,868
+3,535
+20% +$98.1K 0.37% 25
2015
Q2 		$518K Sell
17,333
-1,435
-8% -$47K 0.32% 28
2015
Q1 		$618K Buy
18,768
+780
+4% +$26.1K 0.37% 25
2014
Q4 		$650K Hold
17,988
– – 0.35% 24
2014
Q3 		$725K Sell
17,988
-6,570
-27% -$258K 0.42% 23
2014
Q2 		$961K Sell
24,558
-2,220
-8% -$81.9K 0.54% 25
2014
Q1 		$929K Buy
26,778
+2,720
+11% +$90.2K 0.48% 26
2013
Q4 		$798K Sell
24,058
-37,574
-61% -$1.17M 0.42% 28
2013
Q3 		$1.88M Sell
61,632
-10,094
-14% -$309K 0.9% 20
2013
Q2 		$2.23M Buy
+71,726
New +$2.17M 1.11% 20

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bush ODonnell Investment Advisors's EPD Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 15,445 shares — an estimated $409K sold.

Bush ODonnell Investment Advisors first reported a position in EPD in Q2 2013 and held it in 19 quarters. The position peaked at $2.23M in Q2 2013. 951 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 15,445 Enterprise Products Partners shares in Q1 2018, an estimated $409K.
  • Bush ODonnell Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 19 quarters.
  • Bush ODonnell Investment Advisors's Enterprise Products Partners position peaked at $2.23M in Q2 2013.
  • 951 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.