DLHL
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Donald L. Hagan LLC’s Enterprise Products Partners EPD Stock Holding History

Donald L. Hagan LLC’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
-7,325
Closed -$211K – 93
2019
Q2 		$211K Buy
7,325
+315
+4% +$9.08K 0.18% 92
2019
Q1 		$204K Buy
+7,010
New +$196K 0.18% 90
2018
Q4 		– Sell
-7,010
Closed -$201K – 81
2018
Q3 		$201K Buy
+7,010
New +$203K 0.16% 81
2017
Q3 		– Sell
-7,650
Closed -$207K – 75
2017
Q2 		$207K Buy
+7,650
New +$207K 0.2% 71
2017
Q1 		– Sell
-7,482
Closed -$202K – 75
2016
Q4 		$202K Buy
+7,482
New +$195K 0.19% 75
2016
Q3 		– Sell
-6,882
Closed -$201K – 73
2016
Q2 		$201K Sell
6,882
-38
-0.5% -$1.02K 0.19% 83
2016
Q1 		$170K Buy
+6,920
New +$161K 0.16% 76
2015
Q4 		– Sell
-6,920
Closed -$172K – 145
2015
Q3 		$172K Sell
6,920
-2,200
-24% -$61K 0.15% 76
2015
Q2 		$273K Sell
9,120
-800
-8% -$26.2K 0.26% 62
2015
Q1 		$327K Buy
9,920
+1,086
+12% +$36.4K 0.33% 61
2014
Q4 		$319K Buy
+8,834
New +$327K 0.3% 53

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Donald L. Hagan LLC's EPD Position: Q3 2019 in Review

Donald L. Hagan LLC sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 7,325 shares — an estimated $211K sold.

Donald L. Hagan LLC first reported a position in EPD in Q4 2014 and held it in 11 quarters. The position peaked at $327K in Q1 2015. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Donald L. Hagan LLC reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Donald L. Hagan LLC sold 7,325 Enterprise Products Partners shares in Q3 2019, an estimated $211K.
  • Donald L. Hagan LLC first reported a position in Enterprise Products Partners in Q4 2014 and held it in 11 quarters.
  • Donald L. Hagan LLC's Enterprise Products Partners position peaked at $327K in Q1 2015.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Donald L. Hagan LLC's 13F filing for Q3 2019, filed 21 Oct 2019.