Fusion Family Wealth’s Enterprise Products Partners EPD Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-800	Closed	-$20K	–	179
2018 Q4	$20K	Hold	800	–	–	0.01%	155
2018 Q3	$23K	Hold	800	–	–	0.01%	161
2018 Q2	$22K	Hold	800	–	–	0.01%	180
2018 Q1	$20K	Hold	800	–	–	0.01%	172
2017 Q4	$21K	Buy	+800	New	+$20.3K	0.01%	178

Other funds holding EPD

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fusion Family Wealth's EPD Position: Q1 2019 in Review

Fusion Family Wealth sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 800 shares — an estimated $20K sold.

Fusion Family Wealth first reported a position in EPD in Q4 2017 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

Fusion Family Wealth reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 800 Enterprise Products Partners shares in Q1 2019, an estimated $20K.
Fusion Family Wealth first reported a position in Enterprise Products Partners in Q4 2017 and held it in 5 quarters.
Fusion Family Wealth's Enterprise Products Partners position peaked at $23K in Q3 2018.
1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.