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Essex Savings Bank’s Enterprise Products Partners EPD Stock Holding History

Essex Savings Bank’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
-490
Closed -$14K – 312
2019
Q2 		$14K Hold
490
– – ﹤0.01% 618
2019
Q1 		$14K Sell
490
-800
-62% -$22.3K 0.01% 471
2018
Q4 		$32K Buy
+1,290
New +$34.5K 0.02% 346

Other funds holding EPD

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Essex Savings Bank's EPD Position: Q3 2019 in Review

Essex Savings Bank sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 490 shares — an estimated $14K sold.

Essex Savings Bank first reported a position in EPD in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q4 2018. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Essex Savings Bank reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 490 Enterprise Products Partners shares in Q3 2019, an estimated $14K.
  • Essex Savings Bank first reported a position in Enterprise Products Partners in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Enterprise Products Partners position peaked at $32K in Q4 2018.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.