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HL Financial Services’s Enterprise Products Partners EPD Stock Holding History

HL Financial Services’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
Q1 		$342K Buy
11,757
+448
+4% +$12.5K 0.01% 581
2018
Q4 		$278K Sell
11,309
-406
-3% -$10.9K ﹤0.01% 618
2018
Q3 		$337K Buy
+11,715
New +$338K 0.01% 620
2018
Q1 		– Sell
-9,160
Closed -$243K – 699
2017
Q4 		$243K Buy
+9,160
New +$232K ﹤0.01% 555
2016
Q4 		– Sell
-8,314
Closed -$230K – 667
2016
Q3 		$230K Sell
8,314
-5,178
-38% -$143K 0.01% 597
2016
Q2 		$395K Buy
13,492
+4,008
+42% +$108K 0.01% 483
2016
Q1 		$233K Sell
9,484
-191
-2% -$4.45K 0.01% 578
2015
Q4 		$247K Buy
9,675
+9
+0.1% +$234 0.01% 565
2015
Q3 		$241K Sell
9,666
-7,292
-43% -$202K 0.01% 551
2015
Q2 		$507K Sell
16,958
-2,890
-15% -$94.6K 0.01% 450
2015
Q1 		$654K Sell
19,848
-700
-3% -$23.5K 0.02% 398
2014
Q4 		$742K Buy
20,548
+1,079
+6% +$39.9K 0.02% 334
2014
Q3 		$785K Buy
19,469
+7,011
+56% +$275K 0.02% 312
2014
Q2 		$488K Sell
12,458
-62
-0.5% -$2.29K 0.01% 420
2014
Q1 		$434K Buy
12,520
+10
+0.1% +$331 0.01% 435
2013
Q4 		$415K Buy
12,510
+2,362
+23% +$73.6K 0.01% 429
2013
Q3 		$310K Buy
10,148
+218
+2% +$6.67K 0.01% 459
2013
Q2 		$309K Buy
+9,930
New +$301K 0.01% 423

Other funds holding EPD

Goldman Sachs
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
AA
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HL Financial Services's EPD Position: Q1 2019 in Review

HL Financial Services increased its Enterprise Products Partners (EPD) stake by 4% in Q1 2019, buying an estimated $12.5K and bringing the position to 11,757 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #581.

HL Financial Services first reported a position in EPD in Q2 2013 and has held it in 18 quarters since. The position peaked at $785K in Q3 2014. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • HL Financial Services held 11,757 shares of Enterprise Products Partners worth $342K as of Q1 2019.
  • HL Financial Services bought 448 Enterprise Products Partners shares in Q1 2019, an estimated $12.5K.
  • Enterprise Products Partners made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #581 holding.
  • HL Financial Services first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 18 quarters since.
  • HL Financial Services's Enterprise Products Partners position peaked at $785K in Q3 2014.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.