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New England Private Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

New England Private Wealth Advisors’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
Q4 		– Sell
-24,298
Closed -$693K – 109
2019
Q3 		$693K Sell
24,298
-1,264
-5% -$36.8K 0.17% 79
2019
Q2 		$737K Sell
25,562
-664
-3% -$19.1K 0.18% 78
2019
Q1 		$761K Buy
26,226
+1,005
+4% +$28.1K 0.2% 71
2018
Q4 		$619K Buy
25,221
+2,104
+9% +$56.3K 0.18% 76
2018
Q3 		$663K Sell
23,117
-2,840
-11% -$82.1K 0.18% 75
2018
Q2 		$719K Buy
25,957
+28
+0.1% +$766 0.2% 69
2018
Q1 		$635K Buy
25,929
+30
+0.1% +$799 0.18% 77
2017
Q4 		$689K Sell
25,899
-162
-0.6% -$4.1K 0.19% 71
2017
Q3 		$681K Buy
26,061
+1,021
+4% +$27K 0.2% 65
2017
Q2 		$679K Buy
25,040
+1,276
+5% +$34.6K 0.21% 64
2017
Q1 		$655K Buy
23,764
+8,964
+61% +$250K 0.21% 66
2016
Q4 		$401K Sell
14,800
-7,507
-34% -$196K 0.14% 80
2016
Q3 		$619K Buy
22,307
+6,542
+41% +$181K 0.22% 65
2016
Q2 		$464K Sell
15,765
-5,461
-26% -$147K 0.18% 71
2016
Q1 		$521K Buy
21,226
+26
+0.1% +$605 0.21% 64
2015
Q4 		$542K Buy
21,200
+6,503
+44% +$169K 0.22% 64
2015
Q3 		$367K Buy
14,697
+6,521
+80% +$181K 0.16% 73
2015
Q2 		$244K Buy
8,176
+359
+5% +$11.8K 0.09% 87
2015
Q1 		$251K Buy
+7,817
New +$262K 0.1% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

New England Private Wealth Advisors's EPD Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 24,298 shares — an estimated $693K sold.

New England Private Wealth Advisors first reported a position in EPD in Q1 2015 and held it in 19 quarters. The position peaked at $761K in Q1 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 24,298 Enterprise Products Partners shares in Q4 2019, an estimated $693K.
  • New England Private Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2015 and held it in 19 quarters.
  • New England Private Wealth Advisors's Enterprise Products Partners position peaked at $761K in Q1 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.