Parisi Gray Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Parisi Gray 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
2019 Q2	–	Sell	-367	Closed	-$11K	–	217
2019 Q1	$11K	Hold	367	–	–	0.01%	372
2018 Q4	$9K	Hold	367	–	–	0.01%	406
2018 Q3	$11K	Hold	367	–	–	0.01%	393
2018 Q2	$10K	Hold	367	–	–	0.01%	414
2018 Q1	$9K	Buy	367 +3	+0.8%	+$80	0.01%	448
2017 Q4	$10K	Buy	+364	New	+$9.22K	0.01%	450

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parisi Gray Wealth Management's EPD Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2019, closing a stake of 367 shares — an estimated $11K sold.

Parisi Gray Wealth Management first reported a position in EPD in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold EPD as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 367 Enterprise Products Partners shares in Q2 2019, an estimated $11K.
Parisi Gray Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Enterprise Products Partners position peaked at $11K in Q1 2019.
1,041 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.