Chessman Wealth Strategies RIA’s Enterprise Products Partners EPD Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-35,370	Closed	-$1.02M	–	67
2018 Q3	$1.02M	Sell	35,370 -232	-0.7%	-$6.7K	0.89%	14
2018 Q2	$985K	Sell	35,602 -881	-2%	-$24.1K	0.87%	14
2018 Q1	$893K	Sell	36,483 -200	-0.5%	-$5.33K	1.12%	15
2017 Q4	$972K	Buy	+36,683	New	+$929K	0.97%	19

Other funds holding EPD

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Chessman Wealth Strategies RIA's EPD Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 35,370 shares — an estimated $1.02M sold.

Chessman Wealth Strategies RIA first reported a position in EPD in Q4 2017 and held it in 4 quarters. The position peaked at $1.02M in Q3 2018. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 35,370 Enterprise Products Partners shares in Q4 2018, an estimated $1.02M.
Chessman Wealth Strategies RIA first reported a position in Enterprise Products Partners in Q4 2017 and held it in 4 quarters.
Chessman Wealth Strategies RIA's Enterprise Products Partners position peaked at $1.02M in Q3 2018.
1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.