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Genesis Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Genesis Wealth 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
2015
Q1 		– Sell
-4,800
Closed -$162K – 461
2014
Q4 		$162K Buy
+4,800
New +$177K 0.13% 84

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Genesis Wealth Advisors's EPD Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2015, closing a stake of 4,800 shares — an estimated $162K sold.

Genesis Wealth Advisors first reported a position in EPD in Q4 2014 and held it in 1 quarter. The position peaked at $162K in Q4 2014. 800 funds tracked by Wall St. Rank hold EPD as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 4,800 Enterprise Products Partners shares in Q1 2015, an estimated $162K.
  • Genesis Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Enterprise Products Partners position peaked at $162K in Q4 2014.
  • 800 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.