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Clarus Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Clarus Wealth 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
-616
Closed -$18K – 255
2019
Q2 		$18K Buy
616
+305
+98% +$8.79K 0.01% 375
2019
Q1 		$9K Buy
311
+4
+1% +$112 0.01% 533
2018
Q4 		$8K Sell
307
-395
-56% -$10.6K 0.01% 538
2018
Q3 		$20K Sell
702
-600
-46% -$17.3K 0.01% 431
2018
Q2 		$32K Buy
+1,302
New +$35.6K 0.02% 351

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

Clarus Wealth Advisors's EPD Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 616 shares — an estimated $18K sold.

Clarus Wealth Advisors first reported a position in EPD in Q2 2018 and held it in 5 quarters. The position peaked at $32K in Q2 2018. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 616 Enterprise Products Partners shares in Q3 2019, an estimated $18K.
  • Clarus Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Enterprise Products Partners position peaked at $32K in Q2 2018.
  • 1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.