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Dynasty Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Dynasty Wealth Management’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
-22,516
Closed -$647K – 30
2018
Q3 		$647K Sell
22,516
-400
-2% -$11.6K 0.83% 25
2018
Q2 		$634K Sell
22,916
-2,000
-8% -$54.7K 1.31% 18
2018
Q1 		$610K Buy
24,916
+1,216
+5% +$32.4K 0.26% 19
2017
Q4 		$628K Buy
+23,700
New +$600K 1.08% 22

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

Dynasty Wealth Management's EPD Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 22,516 shares — an estimated $647K sold.

Dynasty Wealth Management first reported a position in EPD in Q4 2017 and held it in 4 quarters. The position peaked at $647K in Q3 2018. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 22,516 Enterprise Products Partners shares in Q4 2018, an estimated $647K.
  • Dynasty Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Enterprise Products Partners position peaked at $647K in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.