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Edge Advisors’s Enterprise Products Partners EPD Stock Holding History

Edge 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
Q2 		$16.1M Sell
582,277
-17,566
-3% -$480K 1.44% 11
2018
Q1 		$14.7M Buy
599,843
+5,578
+0.9% +$149K 1.38% 11
2017
Q4 		$15.8M Buy
594,265
+29,261
+5% +$741K 1.55% 8
2017
Q3 		$14.7M Buy
565,004
+30,000
+6% +$793K 1.6% 7
2017
Q2 		$14.5M Buy
535,004
+59,698
+13% +$1.62M 1.65% 7
2017
Q1 		$13.1M Buy
475,306
+2,212
+0.5% +$61.8K 1.61% 8
2016
Q4 		$12.8M Buy
+473,094
New +$12.3M 1.64% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's EPD Position: Q2 2018 in Review

Edge Advisors reduced its Enterprise Products Partners (EPD) stake by 2.9% in Q2 2018, selling an estimated $480K and leaving 582,277 shares worth $16.1M. The position accounts for 1.44% of the portfolio, ranked #11.

Edge Advisors first reported a position in EPD in Q4 2016 and has held it in 7 quarters since. 969 funds tracked by Wall St. Rank hold EPD as of Q2 2018.

  • Edge Advisors held 582,277 shares of Enterprise Products Partners worth $16.1M as of Q2 2018.
  • Edge Advisors sold 17,566 Enterprise Products Partners shares in Q2 2018, an estimated $480K.
  • Enterprise Products Partners made up 1.44% of Edge Advisors's portfolio in Q2 2018, its #11 holding.
  • Edge Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 7 quarters since.
  • 969 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.