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

Divergent 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
2018
Q4 		– Sell
-4,487
Closed -$131K – 69
2018
Q3 		$131K Hold
4,487
– – 0.05% 41
2018
Q2 		$124K Buy
4,487
+28
+0.6% +$766 0.04% 44
2018
Q1 		$109K Buy
+4,459
New +$119K 0.04% 46

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

Divergent Wealth Advisors's EPD Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 4,487 shares — an estimated $131K sold.

Divergent Wealth Advisors first reported a position in EPD in Q1 2018 and held it in 3 quarters. The position peaked at $131K in Q3 2018. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 4,487 Enterprise Products Partners shares in Q4 2018, an estimated $131K.
  • Divergent Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Enterprise Products Partners position peaked at $131K in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.