Horan Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Horan Capital 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
2020 Q1	–	Sell	-800	Closed	-$23K	–	130
2019 Q4	$23K	Hold	800	–	–	0.01%	191
2019 Q3	$23K	Buy	+800	New	+$23.3K	0.01%	192
2019 Q1	–	Hold	0	–	–	–	184
2017 Q3	–	Hold	0	–	–	–	206

Other funds holding EPD

HFA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EIP

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Horan Capital Advisors's EPD Position: Q1 2020 in Review

Horan Capital Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 800 shares — an estimated $23K sold.

Horan Capital Advisors first reported a position in EPD in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Horan Capital Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Horan Capital Advisors sold 800 Enterprise Products Partners shares in Q1 2020, an estimated $23K.
Horan Capital Advisors first reported a position in Enterprise Products Partners in Q3 2019 and held it in 2 quarters.
Horan Capital Advisors's Enterprise Products Partners position peaked at $23K in Q4 2019.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.