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

Cypress 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 Q1	$2.95M	Sell	101,250 -8,700	-8%	-$243K	3.37%	6
2018 Q4	$2.7M	Sell	109,950 -5,600	-5%	-$150K	3.71%	5
2018 Q3	$3.32M	Sell	115,550 -10,275	-8%	-$297K	3.49%	5
2018 Q2	$3.48M	Sell	125,825 -8,075	-6%	-$221K	3.77%	5
2018 Q1	$3.28M	Sell	133,900 -13,300	-9%	-$354K	3.55%	4
2017 Q4	$3.9M	Buy	147,200 +135,100	+1,117%	+$3.42M	3.74%	4
2017 Q3	$315K	Sell	12,100 -4,900	-29%	-$130K	0.51%	44
2017 Q2	$460K	Sell	17,000 -54,860	-76%	-$1.49M	0.54%	45
2017 Q1	$1.98M	Buy	71,860 +21,625	+43%	+$604K	0.91%	24
2016 Q4	$1.36M	Buy	50,235 +300	+0.6%	+$7.82K	0.62%	39
2016 Q3	$1.38M	Sell	49,935 -16,075	-24%	-$444K	0.62%	38
2016 Q2	$1.93M	Buy	66,010 +4,175	+7%	+$112K	0.95%	23
2016 Q1	$1.52M	Buy	61,835 +4,094	+7%	+$95.3K	0.7%	29
2015 Q4	$1.48M	Buy	57,741 +175	+0.3%	+$4.55K	0.75%	30
2015 Q3	$1.43M	Buy	57,566 +460	+0.8%	+$12.8K	0.78%	27
2015 Q2	$1.71M	Buy	+57,106	New	+$1.87M	1%	26

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

Cypress Wealth Advisors's EPD Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 7.9% in Q1 2019, selling an estimated $243K and leaving 101,250 shares worth $2.95M. The position accounts for 3.37% of the portfolio, ranked #6.

Cypress Wealth Advisors first reported a position in EPD in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.9M in Q4 2017. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

Cypress Wealth Advisors held 101,250 shares of Enterprise Products Partners worth $2.95M as of Q1 2019.
Cypress Wealth Advisors sold 8,700 Enterprise Products Partners shares in Q1 2019, an estimated $243K.
Enterprise Products Partners made up 3.37% of Cypress Wealth Advisors's portfolio in Q1 2019, its #6 holding.
Cypress Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Enterprise Products Partners position peaked at $3.9M in Q4 2017.
1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.