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Camarda Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Camarda Financial 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
Q3 		– Sell
-2,382
Closed -$69K – 174
2019
Q2 		$69K Buy
+2,382
New +$68.6K 0.14% 59
2018
Q4 		– Sell
-5,754
Closed -$165K – 190
2018
Q3 		$165K Buy
5,754
+86
+2% +$2.48K 0.19% 64
2018
Q2 		$157K Sell
5,668
-364
-6% -$9.96K 0.17% 72
2018
Q1 		$148K Buy
6,032
+209
+4% +$5.57K 0.15% 78
2017
Q4 		$154K Buy
5,823
+604
+12% +$15.3K 0.18% 87
2017
Q3 		$136K Buy
5,219
+384
+8% +$10.2K 0.15% 93
2017
Q2 		$131K Buy
4,835
+27
+0.6% +$731 0.14% 88
2017
Q1 		$133K Sell
4,808
-11,056
-70% -$309K 0.13% 87
2016
Q4 		$429K Buy
15,864
+1,330
+9% +$34.6K 0.29% 81
2016
Q3 		$402K Buy
14,534
+1,480
+11% +$40.9K 0.24% 80
2016
Q2 		$382K Buy
13,054
+1,582
+14% +$42.5K 0.24% 73
2016
Q1 		$282K Buy
11,472
+6,979
+155% +$162K 0.18% 91
2015
Q4 		$115K Buy
4,493
+967
+27% +$25.1K 0.07% 129
2015
Q3 		$88K Sell
3,526
-506
-13% -$14K 0.05% 100
2015
Q2 		$121K Sell
4,032
-5,011
-55% -$164K 0.07% 94
2015
Q1 		$298K Buy
9,043
+841
+10% +$28.2K 0.17% 79
2014
Q4 		$296K Buy
8,202
+1,885
+30% +$69.7K 0.19% 80
2014
Q3 		$255K Sell
6,317
-2,677
-30% -$105K 0.18% 72
2014
Q2 		$352K Buy
8,994
+5,892
+190% +$217K 0.24% 68
2014
Q1 		$108K Sell
3,102
-488
-14% -$16.2K 0.08% 89
2013
Q4 		$119K Sell
3,590
-566
-14% -$17.6K 0.1% 66
2013
Q3 		$127K Buy
4,156
+1,056
+34% +$32.3K 0.17% 53
2013
Q2 		$96K Buy
+3,100
New +$93.9K 0.09% 82

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

Camarda Financial Advisors's EPD Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 2,382 shares — an estimated $69K sold.

Camarda Financial Advisors first reported a position in EPD in Q2 2013 and held it in 23 quarters. The position peaked at $429K in Q4 2016. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 2,382 Enterprise Products Partners shares in Q3 2019, an estimated $69K.
  • Camarda Financial Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 23 quarters.
  • Camarda Financial Advisors's Enterprise Products Partners position peaked at $429K in Q4 2016.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.