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Lenox Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Lenox Wealth Management’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
2018
Q1 		– Sell
-1,000
Closed -$27K – 483
2017
Q4 		$27K Hold
1,000
– – 0.01% 277
2017
Q3 		$26K Hold
1,000
– – 0.01% 292
2017
Q2 		$27K Buy
+1,000
New +$27.1K 0.01% 269

Other funds holding EPD

HFA
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Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Lenox Wealth Management's EPD Position: Q1 2018 in Review

Lenox Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Lenox Wealth Management first reported a position in EPD in Q2 2017 and held it in 3 quarters. The position peaked at $27K in Q4 2017. 949 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

  • Lenox Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 1,000 Enterprise Products Partners shares in Q1 2018, an estimated $27K.
  • Lenox Wealth Management first reported a position in Enterprise Products Partners in Q2 2017 and held it in 3 quarters.
  • Lenox Wealth Management's Enterprise Products Partners position peaked at $27K in Q4 2017.
  • 949 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Lenox Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.