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KCS Wealth Advisory’s Enterprise Products Partners EPD Stock Holding History

KCS Wealth Advisory’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
-448
Closed -$12.8K – 215
2019
Q3 		$12.8K Buy
+448
New +$13K 0.01% 334

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AA
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Bank of America
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EIP
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KACA
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UBS Group
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CIBC Private Wealth Group
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KCS Wealth Advisory's EPD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 448 shares — an estimated $12.8K sold.

KCS Wealth Advisory first reported a position in EPD in Q3 2019 and held it in 1 quarter. The position peaked at $12.8K in Q3 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 448 Enterprise Products Partners shares in Q4 2019, an estimated $12.8K.
  • KCS Wealth Advisory first reported a position in Enterprise Products Partners in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Enterprise Products Partners position peaked at $12.8K in Q3 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.