Osborn Williams & Donohoe’s Enterprise Products Partners EPD Stock Holding History

Osborn Williams & Donohoe’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	-29,288	Closed	-$825K	–	274
2019 Q4	$825K	Buy	29,288 +142	+0.5%	+$3.85K	0.08%	185
2019 Q3	$833K	Hold	29,146	–	–	0.08%	182
2019 Q2	$841K	Hold	29,146	–	–	0.09%	181
2019 Q1	$855K	Buy	+29,146	New	+$814K	0.09%	188
2014 Q1	–	Sell	-8,480	Closed	-$281K	–	224
2013 Q4	$281K	Hold	8,480	–	–	0.06%	182
2013 Q3	$259K	Hold	8,480	–	–	0.06%	191
2013 Q2	$264K	Buy	+8,480	New	+$257K	0.07%	184

Other funds holding EPD

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Osborn Williams & Donohoe's EPD Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 29,288 shares — an estimated $825K sold.

Osborn Williams & Donohoe first reported a position in EPD in Q2 2013 and held it in 7 quarters. The position peaked at $855K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Osborn Williams & Donohoe reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Osborn Williams & Donohoe sold 29,288 Enterprise Products Partners shares in Q1 2020, an estimated $825K.
Osborn Williams & Donohoe first reported a position in Enterprise Products Partners in Q2 2013 and held it in 7 quarters.
Osborn Williams & Donohoe's Enterprise Products Partners position peaked at $855K in Q1 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.