Hefty Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Hefty Wealth Partners’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	$22K	Hold	905	–	–	0.01%	166
2017 Q4	$24K	Hold	905	–	–	0.01%	160
2017 Q3	$24K	Hold	905	–	–	0.02%	157
2017 Q2	$24K	Hold	905	–	–	0.02%	144
2017 Q1	$24K	Hold	905	–	–	0.02%	146
2016 Q4	$24K	Hold	905	–	–	0.02%	141
2016 Q3	$25K	Hold	905	–	–	0.02%	151
2016 Q2	$26K	Hold	905	–	–	0.02%	124
2016 Q1	$22K	Hold	905	–	–	0.02%	126
2015 Q4	$23K	Buy	+905	New	+$23.5K	0.02%	123

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hefty Wealth Partners's EPD Position: Q1 2018 in Review

Hefty Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q1 2018 at 905 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #166.

Hefty Wealth Partners first reported a position in EPD in Q4 2015 and has held it in 10 quarters since. The position peaked at $26K in Q2 2016. 949 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

Hefty Wealth Partners held 905 shares of Enterprise Products Partners worth $22K as of Q1 2018.
Hefty Wealth Partners left its Enterprise Products Partners share count unchanged in Q1 2018.
Enterprise Products Partners made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #166 holding.
Hefty Wealth Partners first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Enterprise Products Partners position peaked at $26K in Q2 2016.
949 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.