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Hudson Valley Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Hudson Valley 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
2020
Q1 		– Sell
-7,766
Closed -$219K – 161
2019
Q4 		$219K Buy
7,766
+18
+0.2% +$488 0.05% 149
2019
Q3 		$221K Sell
7,748
-85
-1% -$2.48K 0.05% 145
2019
Q2 		$226K Sell
7,833
-284
-3% -$8.18K 0.05% 148
2019
Q1 		$236K Sell
8,117
-3,959
-33% -$111K 0.06% 135
2018
Q4 		$297K Buy
12,076
+3,868
+47% +$104K 0.07% 133
2018
Q3 		$236K Sell
8,208
-36
-0.4% -$1.04K 0.05% 129
2018
Q2 		$228K Sell
8,244
-35
-0.4% -$957 0.06% 134
2018
Q1 		$203K Sell
8,279
-20
-0.2% -$533 0.05% 138
2017
Q4 		$220K Sell
8,299
-1,067
-11% -$27K 0.05% 139
2017
Q3 		$244K Buy
9,366
+65
+0.7% +$1.72K 0.06% 137
2017
Q2 		$252K Buy
9,301
+14
+0.2% +$379 0.07% 133
2017
Q1 		$256K Buy
9,287
+13
+0.1% +$363 0.07% 133
2016
Q4 		$251K Buy
9,274
+1,614
+21% +$42K 0.07% 132
2016
Q3 		$212K Buy
7,660
+13
+0.2% +$359 0.07% 142
2016
Q2 		$224K Buy
+7,647
New +$205K 0.07% 136
2015
Q4 		– Sell
-8,258
Closed -$206K – 150
2015
Q3 		$206K Buy
8,258
+11
+0.1% +$305 0.07% 141
2015
Q2 		$246K Buy
8,247
+59
+0.7% +$1.93K 0.08% 129
2015
Q1 		$270K Buy
8,188
+109
+1% +$3.65K 0.09% 110
2014
Q4 		$292K Buy
+8,079
New +$299K 0.12% 101

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hudson Valley Investment Advisors's EPD Position: Q1 2020 in Review

Hudson Valley Investment Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,766 shares — an estimated $219K sold.

Hudson Valley Investment Advisors first reported a position in EPD in Q4 2014 and held it in 19 quarters. The position peaked at $297K in Q4 2018. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Hudson Valley Investment Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 7,766 Enterprise Products Partners shares in Q1 2020, an estimated $219K.
  • Hudson Valley Investment Advisors first reported a position in Enterprise Products Partners in Q4 2014 and held it in 19 quarters.
  • Hudson Valley Investment Advisors's Enterprise Products Partners position peaked at $297K in Q4 2018.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.