McKinley Capital Management’s Enterprise Products Partners EPD Stock Holding History

McKinley Capital 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
2019 Q3	–	Sell	-41,047	Closed	-$1.19M	–	186
2019 Q2	$1.19M	Sell	41,047 -13,777	-25%	-$397K	0.08%	143
2019 Q1	$1.59M	Sell	54,824 -609	-1%	-$17K	0.12%	102
2018 Q4	$1.36M	Buy	55,433 +10,844	+24%	+$290K	0.11%	108
2018 Q3	$1.28M	Buy	44,589 +383	+0.9%	+$11.1K	0.08%	122
2018 Q2	$1.22M	Buy	44,206 +2,190	+5%	+$59.9K	0.08%	121
2018 Q1	$1.03M	Sell	42,016 -5,327	-11%	-$142K	0.06%	136
2017 Q4	$1.25M	Sell	47,343 -1,503	-3%	-$38.1K	0.06%	209
2017 Q3	$1.27M	Sell	48,846 -1,414	-3%	-$37.4K	0.05%	213
2017 Q2	$1.36M	Sell	50,260 -341	-0.7%	-$9.24K	0.05%	200
2017 Q1	$1.4M	Sell	50,601 -1,094	-2%	-$30.6K	0.05%	216
2016 Q4	$1.4M	Buy	51,695 +27,686	+115%	+$721K	0.06%	213
2016 Q3	$663K	Buy	24,009 +15,892	+196%	+$439K	0.02%	273
2016 Q2	$238K	Buy	+8,117	New	+$218K	0.01%	312

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

McKinley Capital Management's EPD Position: Q3 2019 in Review

McKinley Capital Management sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 41,047 shares — an estimated $1.19M sold.

McKinley Capital Management first reported a position in EPD in Q2 2016 and held it in 13 quarters. The position peaked at $1.59M in Q1 2019. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

McKinley Capital Management reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
McKinley Capital Management sold 41,047 Enterprise Products Partners shares in Q3 2019, an estimated $1.19M.
McKinley Capital Management first reported a position in Enterprise Products Partners in Q2 2016 and held it in 13 quarters.
McKinley Capital Management's Enterprise Products Partners position peaked at $1.59M in Q1 2019.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on McKinley Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.