Corient Capital Partners’s Enterprise Products Partners EPD Stock Holding History

Corient Capital Partners’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	-32,549	Closed	-$800K	–	359
2018 Q4	$800K	Sell	32,549 -212	-0.6%	-$5.67K	0.14%	170
2018 Q3	$942K	Hold	32,761	–	–	0.16%	148
2018 Q2	$906K	Sell	32,761 -2,480	-7%	-$67.8K	0.16%	150
2018 Q1	$862K	Sell	35,241 -118	-0.3%	-$3.14K	0.16%	138
2017 Q4	$937K	Sell	35,359 -863	-2%	-$21.9K	0.16%	138
2017 Q3	$944K	Sell	36,222 -10,654	-23%	-$282K	0.18%	126
2017 Q2	$1.27M	Buy	46,876 +93	+0.2%	+$2.52K	0.19%	122
2017 Q1	$1.29M	Buy	46,783 +1,604	+4%	+$44.8K	0.2%	118
2016 Q4	$1.22M	Buy	45,179 +8,893	+25%	+$232K	0.22%	116
2016 Q3	$1M	Buy	+36,286	New	+$1M	0.19%	126

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

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

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 Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Corient Capital Partners's EPD Position: Q1 2019 in Review

Corient Capital Partners sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 32,549 shares — an estimated $800K sold.

Corient Capital Partners first reported a position in EPD in Q3 2016 and held it in 10 quarters. The position peaked at $1.29M in Q1 2017. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

Corient Capital Partners reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
Corient Capital Partners sold 32,549 Enterprise Products Partners shares in Q1 2019, an estimated $800K.
Corient Capital Partners first reported a position in Enterprise Products Partners in Q3 2016 and held it in 10 quarters.
Corient Capital Partners's Enterprise Products Partners position peaked at $1.29M in Q1 2017.
1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Corient Capital Partners's 13F filing for Q1 2019, filed 10 May 2019.