McKinley Carter Wealth Services’s Enterprise Products Partners EPD Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-7,444	Closed	-$182K	–	233
2018 Q1	$182K	Buy	+7,444	New	+$198K	0.06%	162
2015 Q3	–	Sell	-29,633	Closed	-$886K	–	116
2015 Q2	$886K	Buy	+29,633	New	+$970K	0.48%	58

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

McKinley Carter Wealth Services's EPD Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Enterprise Products Partners (EPD) in Q2 2018, closing a stake of 7,444 shares — an estimated $182K sold.

McKinley Carter Wealth Services first reported a position in EPD in Q2 2015 and held it in 2 quarters. The position peaked at $886K in Q2 2015. 969 funds tracked by Wall St. Rank hold EPD as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Enterprise Products Partners position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 7,444 Enterprise Products Partners shares in Q2 2018, an estimated $182K.
McKinley Carter Wealth Services first reported a position in Enterprise Products Partners in Q2 2015 and held it in 2 quarters.
McKinley Carter Wealth Services's Enterprise Products Partners position peaked at $886K in Q2 2015.
969 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.