PSF
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Pacific Sun Financial’s Enterprise Products Partners EPD Stock Holding History

Pacific Sun Financial’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 		– Sell
-8,220
Closed -$218K – 144
2017
Q4 		$218K Buy
+8,220
New +$208K 0.12% 135

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 21.71% 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

Pacific Sun Financial's EPD Position: Q1 2018 in Review

Pacific Sun Financial sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 8,220 shares — an estimated $218K sold.

Pacific Sun Financial first reported a position in EPD in Q4 2017 and held it in 1 quarter. The position peaked at $218K in Q4 2017. 949 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

  • Pacific Sun Financial reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 8,220 Enterprise Products Partners shares in Q1 2018, an estimated $218K.
  • Pacific Sun Financial first reported a position in Enterprise Products Partners in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Enterprise Products Partners position peaked at $218K in Q4 2017.
  • 949 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.