MYCIO Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-19,473	Closed	-$548K	–	131
2019 Q4	$548K	Hold	19,473	–	–	0.04%	186
2019 Q3	$557K	Buy	+19,473	New	+$567K	0.04%	165
2019 Q2	–	Hold	0	–	–	–	157
2019 Q1	–	Hold	0	–	–	–	150
2018 Q4	–	Hold	0	–	–	–	128
2018 Q3	–	Hold	0	–	–	–	110
2018 Q2	–	Hold	0	–	–	–	108
2018 Q1	–	Hold	0	–	–	–	207
2017 Q4	–	Hold	0	–	–	–	181
2017 Q3	–	Hold	0	–	–	–	203
2017 Q2	–	Hold	0	–	–	–	181
2017 Q1	–	Hold	0	–	–	–	164
2016 Q4	–	Sell	-8,150	Closed	-$212K	–	149
2016 Q3	$225K	Sell	8,150 -686	-8%	-$19K	0.04%	161
2016 Q2	$259K	Buy	8,836 +400	+5%	+$10.7K	0.04%	145
2016 Q1	$208K	Buy	8,436 +286	+4%	+$6.66K	0.04%	152
2015 Q4	$208K	Buy	8,150 +277	+4%	+$7.2K	0.04%	143
2015 Q3	$196K	Buy	7,873 +1	+0%	+$28	0.04%	141
2015 Q2	$235K	Hold	7,872	–	–	0.05%	132
2015 Q1	$259K	Hold	7,872	–	–	0.05%	121
2014 Q4	$284K	Hold	7,872	–	–	0.06%	110
2014 Q3	$317K	Sell	7,872 -424	-5%	-$16.6K	0.07%	102
2014 Q2	$325K	Buy	8,296 +4	+0%	+$148	0.07%	101
2014 Q1	$288K	Buy	8,292 +4	+0%	+$133	0.07%	111
2013 Q4	$275K	Hold	8,288	–	–	0.07%	114
2013 Q3	$253K	Hold	8,288	–	–	0.07%	107
2013 Q2	$258K	Buy	+8,288	New	+$251K	0.07%	105

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

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

MYCIO Wealth Partners's EPD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 19,473 shares — an estimated $548K sold.

MYCIO Wealth Partners first reported a position in EPD in Q2 2013 and held it in 16 quarters. The position peaked at $557K in Q3 2019. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

MYCIO Wealth Partners reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 19,473 Enterprise Products Partners shares in Q1 2020, an estimated $548K.
MYCIO Wealth Partners first reported a position in Enterprise Products Partners in Q2 2013 and held it in 16 quarters.
MYCIO Wealth Partners's Enterprise Products Partners position peaked at $557K in Q3 2019.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.