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Oak Point Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Oak Point Wealth 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
2018
Q1 		$84K Buy
3,450
+958
+38% +$25.5K 0.09% 103
2017
Q4 		$67K Buy
+2,492
New +$63.1K 0.07% 114

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Oak Point Wealth Management's EPD Position: Q1 2018 in Review

Oak Point Wealth Management increased its Enterprise Products Partners (EPD) stake by 38% in Q1 2018, buying an estimated $25.5K and bringing the position to 3,450 shares worth $84K. The position accounts for 0.09% of the portfolio, ranked #103.

Oak Point Wealth Management first reported a position in EPD in Q4 2017 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

  • Oak Point Wealth Management held 3,450 shares of Enterprise Products Partners worth $84K as of Q1 2018.
  • Oak Point Wealth Management bought 958 Enterprise Products Partners shares in Q1 2018, an estimated $25.5K.
  • Enterprise Products Partners made up 0.09% of Oak Point Wealth Management's portfolio in Q1 2018, its #103 holding.
  • Oak Point Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 2 quarters since.
  • 950 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.