GIM
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Guardian Investment Management’s Enterprise Products Partners EPD Stock Holding History

Guardian Investment 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
Q1 		– Sell
-15,934
Closed -$422K – 53
2017
Q4 		$422K Buy
15,934
+2,500
+19% +$63.3K 0.45% 48
2017
Q3 		$350K Buy
+13,434
New +$355K 0.39% 50

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TCA
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AA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Guardian Investment Management's EPD Position: Q1 2018 in Review

Guardian Investment Management sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 15,934 shares — an estimated $422K sold.

Guardian Investment Management first reported a position in EPD in Q3 2017 and held it in 2 quarters. The position peaked at $422K in Q4 2017. 949 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

  • Guardian Investment Management reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
  • Guardian Investment Management sold 15,934 Enterprise Products Partners shares in Q1 2018, an estimated $422K.
  • Guardian Investment Management first reported a position in Enterprise Products Partners in Q3 2017 and held it in 2 quarters.
  • Guardian Investment Management's Enterprise Products Partners position peaked at $422K in Q4 2017.
  • 949 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Guardian Investment Management's 13F filing for Q1 2018, filed 11 May 2018.