Hamilton Point Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Hamilton Point Investment 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 Q4	–	Sell	-7,310	Closed	-$209K	–	74
2019 Q3	$209K	Hold	7,310	–	–	0.09%	71
2019 Q2	$211K	Hold	7,310	–	–	0.09%	72
2019 Q1	$213K	Buy	+7,310	New	+$204K	0.09%	71
2018 Q4	–	Sell	-7,310	Closed	-$210K	–	74
2018 Q3	$210K	Hold	7,310	–	–	0.1%	71
2018 Q2	$202K	Buy	+7,310	New	+$200K	0.1%	71
2017 Q2	–	Sell	-7,310	Closed	-$202K	–	73
2017 Q1	$202K	Buy	+7,310	New	+$204K	0.12%	73
2016 Q4	–	Sell	-7,310	Closed	-$202K	–	74
2016 Q3	$202K	Hold	7,310	–	–	0.13%	73
2016 Q2	$214K	Buy	+7,310	New	+$196K	0.14%	73
2014 Q4	–	Sell	-5,500	Closed	-$222K	–	67
2014 Q3	$222K	Hold	5,500	–	–	0.21%	62
2014 Q2	$215K	Buy	+5,500	New	+$203K	0.2%	63

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hamilton Point Investment Advisors's EPD Position: Q4 2019 in Review

Hamilton Point Investment Advisors sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 7,310 shares — an estimated $209K sold.

Hamilton Point Investment Advisors first reported a position in EPD in Q2 2014 and held it in 10 quarters. The position peaked at $222K in Q3 2014. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Hamilton Point Investment Advisors reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Hamilton Point Investment Advisors sold 7,310 Enterprise Products Partners shares in Q4 2019, an estimated $209K.
Hamilton Point Investment Advisors first reported a position in Enterprise Products Partners in Q2 2014 and held it in 10 quarters.
Hamilton Point Investment Advisors's Enterprise Products Partners position peaked at $222K in Q3 2014.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.