Hillsdale Investment Management’s Enterprise Products Partners EPD Stock Holding History

Hillsdale 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
2019 Q4	–	Sell	-2,800	Closed	-$80K	–	604
2019 Q3	$80K	Buy	+2,800	New	+$81.5K	0.01%	426
2018 Q3	–	Sell	-10,500	Closed	-$291K	–	496
2018 Q2	$291K	Buy	+10,500	New	+$287K	0.04%	287
2014 Q4	–	Sell	-4,400	Closed	-$177K	–	558
2014 Q3	$177K	Sell	4,400 -400	-8%	-$15.7K	0.06%	328
2014 Q2	$188K	Hold	4,800	–	–	0.04%	326
2014 Q1	$166K	Buy	4,800 +400	+9%	+$13.3K	0.05%	333
2013 Q4	$146K	Hold	4,400	–	–	0.04%	346
2013 Q3	$134K	Buy	4,400 +400	+10%	+$12.2K	0.04%	326
2013 Q2	$124K	Buy	+4,000	New	+$121K	0.04%	349

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

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

Hillsdale Investment Management's EPD Position: Q4 2019 in Review

Hillsdale Investment Management sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 2,800 shares — an estimated $80K sold.

Hillsdale Investment Management first reported a position in EPD in Q2 2013 and held it in 8 quarters. The position peaked at $291K in Q2 2018. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Hillsdale Investment Management reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Hillsdale Investment Management sold 2,800 Enterprise Products Partners shares in Q4 2019, an estimated $80K.
Hillsdale Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 8 quarters.
Hillsdale Investment Management's Enterprise Products Partners position peaked at $291K in Q2 2018.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Hillsdale Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.