Kimelman & Baird’s Enterprise Products Partners EPD Stock Holding History

Kimelman & Baird’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 Q3	$229K	Sell	8,000 -250	-3%	-$7.28K	0.03%	94
2019 Q2	$238K	Buy	8,250 +250	+3%	+$7.2K	0.03%	92
2019 Q1	$233K	Buy	+8,000	New	+$223K	0.03%	93
2018 Q4	–	Sell	-8,000	Closed	-$230K	–	101
2018 Q3	$230K	Hold	8,000	–	–	0.03%	97
2018 Q2	$221K	Buy	+8,000	New	+$219K	0.03%	105
2017 Q4	$212K	Hold	8,000	–	–	0.03%	109
2017 Q3	$209K	Hold	8,000	–	–	0.03%	113
2017 Q2	$217K	Hold	8,000	–	–	0.03%	114
2017 Q1	$221K	Hold	8,000	–	–	0.03%	111
2016 Q4	$216K	Hold	8,000	–	–	0.04%	108
2016 Q3	$221K	Buy	+8,000	New	+$221K	0.04%	94
2016 Q1	–	Sell	-8,000	Closed	-$205K	–	111
2015 Q4	$205K	Buy	+8,000	New	+$208K	0.04%	102
2015 Q2	$239K	Hold	8,000	–	–	0.04%	106
2015 Q1	$263K	Hold	8,000	–	–	0.05%	100
2014 Q4	$289K	Hold	8,000	–	–	0.05%	100
2014 Q3	$322K	Hold	8,000	–	–	0.06%	94
2014 Q2	$313K	Hold	8,000	–	–	0.06%	96
2014 Q1	$277K	Buy	+8,000	New	+$265K	0.05%	89

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

EIP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kimelman & Baird's EPD Position: Q3 2019 in Review

Kimelman & Baird reduced its Enterprise Products Partners (EPD) stake by 3% in Q3 2019, selling an estimated $7.28K and leaving 8,000 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #94.

Kimelman & Baird first reported a position in EPD in Q1 2014 and has held it in 18 quarters since. The position peaked at $322K in Q3 2014. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

Kimelman & Baird held 8,000 shares of Enterprise Products Partners worth $229K as of Q3 2019.
Kimelman & Baird sold 250 Enterprise Products Partners shares in Q3 2019, an estimated $7.28K.
Enterprise Products Partners made up 0.03% of Kimelman & Baird's portfolio in Q3 2019, its #94 holding.
Kimelman & Baird first reported a position in Enterprise Products Partners in Q1 2014 and has held it in 18 quarters since.
Kimelman & Baird's Enterprise Products Partners position peaked at $322K in Q3 2014.
1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Kimelman & Baird's 13F filing for Q3 2019, filed 10 Dec 2019.