Marino Stram & Associates’s Enterprise Products Partners EPD Stock Holding History

Marino Stram & Associates’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	-7,722	Closed	-$221K	–	89
2019 Q3	$221K	Buy	7,722 +12	+0.2%	+$349	0.16%	80
2019 Q2	$223K	Buy	7,710 +12	+0.2%	+$346	0.16%	76
2019 Q1	$224K	Buy	7,698 +12	+0.2%	+$335	0.16%	70
2018 Q4	$189K	Sell	7,686 -188	-2%	-$5.03K	0.17%	74
2018 Q3	$226K	Buy	7,874 +11	+0.1%	+$318	0.18%	74
2018 Q2	$218K	Sell	7,863 -443	-5%	-$12.1K	0.19%	76
2018 Q1	$188K	Sell	8,306 -4,567	-35%	-$122K	0.17%	82
2017 Q4	$341K	Buy	+12,873	New	+$326K	0.31%	55

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

KACA

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

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

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

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

Marino Stram & Associates's EPD Position: Q4 2019 in Review

Marino Stram & Associates sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 7,722 shares — an estimated $221K sold.

Marino Stram & Associates first reported a position in EPD in Q4 2017 and held it in 8 quarters. The position peaked at $341K in Q4 2017. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Marino Stram & Associates reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Marino Stram & Associates sold 7,722 Enterprise Products Partners shares in Q4 2019, an estimated $221K.
Marino Stram & Associates first reported a position in Enterprise Products Partners in Q4 2017 and held it in 8 quarters.
Marino Stram & Associates's Enterprise Products Partners position peaked at $341K in Q4 2017.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Marino Stram & Associates's 13F filing for Q4 2019, filed 31 Jan 2020.