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

Nelson 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
Q1 		– Sell
-920
Closed -$23K – 313
2018
Q4 		$23K Sell
920
-400
-30% -$10.7K 0.01% 181
2018
Q3 		$38K Buy
+1,320
New +$38.1K 0.01% 147

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TCA
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AA
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KACA
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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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fayez Sarofim & Co
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nelson Capital Management's EPD Position: Q1 2019 in Review

Nelson Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 920 shares — an estimated $23K sold.

Nelson Capital Management first reported a position in EPD in Q3 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Nelson Capital Management reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Nelson Capital Management sold 920 Enterprise Products Partners shares in Q1 2019, an estimated $23K.
  • Nelson Capital Management first reported a position in Enterprise Products Partners in Q3 2018 and held it in 2 quarters.
  • Nelson Capital Management's Enterprise Products Partners position peaked at $38K in Q3 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.