Mariner Wealth Advisors (Cincinnati)’s Enterprise Products Partners EPD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$6.53M	Sell	227,288 -25,741	-10%	-$744K	0.36%	71
2018 Q2	$7M	Sell	253,029 -6,970	-3%	-$191K	0.41%	59
2018 Q1	$6.37M	Buy	259,999 +15,568	+6%	+$415K	0.39%	60
2017 Q4	$6.48M	Sell	244,431 -21,215	-8%	-$537K	0.39%	61
2017 Q3	$6.92M	Sell	265,646 -57,662	-18%	-$1.52M	0.45%	60
2017 Q2	$8.76M	Sell	323,308 -10,070	-3%	-$273K	0.61%	54
2017 Q1	$9.21M	Buy	333,378 +293	+0.1%	+$8.18K	0.66%	53
2016 Q4	$9.01M	Sell	333,085 -7,401	-2%	-$193K	0.7%	52
2016 Q3	$9.41M	Buy	340,486 +1,204	+0.4%	+$33.3K	0.8%	52
2016 Q2	$9.93M	Buy	339,282 +59,333	+21%	+$1.59M	0.89%	42
2016 Q1	$6.89M	Buy	279,949 +1,354	+0.5%	+$31.5K	0.68%	52
2015 Q4	$7.13M	Buy	+278,595	New	+$7.24M	0.7%	50

Other funds holding EPD

HFA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s EPD Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Enterprise Products Partners (EPD) stake by 10% in Q3 2018, selling an estimated $744K and leaving 227,288 shares worth $6.53M. The position accounts for 0.36% of the portfolio, ranked #71.

Mariner Wealth Advisors (Cincinnati) first reported a position in EPD in Q4 2015 and has held it in 12 quarters since. The position peaked at $9.93M in Q2 2016. 990 funds tracked by Wall St. Rank hold EPD as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 227,288 shares of Enterprise Products Partners worth $6.53M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 25,741 Enterprise Products Partners shares in Q3 2018, an estimated $744K.
Enterprise Products Partners made up 0.36% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #71 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Enterprise Products Partners position peaked at $9.93M in Q2 2016.
990 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.