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Centric Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Centric Wealth Management’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 		– Sell
-13,080
Closed -$322K – 102
2018
Q4 		$322K Buy
+13,080
New +$350K 0.28% 80

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TCA
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AA
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KACA
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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

Centric Wealth Management's EPD Position: Q1 2019 in Review

Centric Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 13,080 shares — an estimated $322K sold.

Centric Wealth Management first reported a position in EPD in Q4 2018 and held it in 1 quarter. The position peaked at $322K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Centric Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Centric Wealth Management sold 13,080 Enterprise Products Partners shares in Q1 2019, an estimated $322K.
  • Centric Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 1 quarter.
  • Centric Wealth Management's Enterprise Products Partners position peaked at $322K in Q4 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.