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

Guidant 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
2019 Q3	$12K	Hold	409	–	–	﹤0.01%	247
2019 Q2	$12K	Buy	409 +7	+2%	+$202	﹤0.01%	247
2019 Q1	$12K	Sell	402 -598	-60%	-$16.7K	﹤0.01%	249
2018 Q4	$24K	Sell	1,000 -1,000	-50%	-$26.8K	0.01%	154
2018 Q3	$58K	Hold	2,000	–	–	0.02%	80
2018 Q2	$54K	Hold	2,000	–	–	0.02%	79
2018 Q1	$48K	Hold	2,000	–	–	0.02%	81
2017 Q4	$55K	Hold	2,000	–	–	0.02%	78
2017 Q3	$52K	Hold	2,000	–	–	0.04%	71
2017 Q2	$54K	Hold	2,000	–	–	0.03%	106
2017 Q1	$55K	Hold	2,000	–	–	0.03%	108
2016 Q4	$55K	Buy	+2,000	New	+$52.1K	0.03%	96

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Guidant Wealth Advisors's EPD Position: Q3 2019 in Review

Guidant Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2019 at 409 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Guidant Wealth Advisors first reported a position in EPD in Q4 2016 and has held it in 12 quarters since. The position peaked at $58K in Q3 2018. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

Guidant Wealth Advisors held 409 shares of Enterprise Products Partners worth $12K as of Q3 2019.
Guidant Wealth Advisors left its Enterprise Products Partners share count unchanged in Q3 2019.
Enterprise Products Partners made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #247 holding.
Guidant Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 12 quarters since.
Guidant Wealth Advisors's Enterprise Products Partners position peaked at $58K in Q3 2018.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.