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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
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
AA
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.