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Perennial Advisors’s Enterprise Products Partners EPD Stock Holding History

Perennial 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
Q1 		– Sell
-2,676
Closed -$66K – 114
2018
Q4 		$66K Buy
+2,676
New +$71.6K 0.04% 91
2018
Q3 		– Hold
0
– – – 92
2018
Q2 		– Hold
0
– – – 97
2018
Q1 		– Hold
0
– – – 95
2017
Q4 		– Hold
0
– – – 98
2017
Q3 		– Hold
0
– – – 95
2017
Q2 		– Hold
0
– – – 92
2017
Q1 		– Hold
0
– – – 90
2016
Q4 		– Hold
0
– – – 92

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perennial Advisors's EPD Position: Q1 2019 in Review

Perennial Advisors sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 2,676 shares — an estimated $66K sold.

Perennial Advisors first reported a position in EPD in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Perennial Advisors reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Perennial Advisors sold 2,676 Enterprise Products Partners shares in Q1 2019, an estimated $66K.
  • Perennial Advisors first reported a position in Enterprise Products Partners in Q4 2018 and held it in 1 quarter.
  • Perennial Advisors's Enterprise Products Partners position peaked at $66K in Q4 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.