Pinnacle Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Advisory Group’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 Q3	–	Sell	-7,605	Closed	-$210K	–	164
2018 Q2	$210K	Sell	7,605 -1,000	-12%	-$27.3K	0.01%	135
2018 Q1	$211K	Buy	+8,605	New	+$229K	0.01%	180
2017 Q4	–	Sell	-11,565	Closed	-$301K	–	200
2017 Q3	$301K	Buy	11,565 +470	+4%	+$12.4K	0.02%	161
2017 Q2	$300K	Hold	11,095	–	–	0.02%	158
2017 Q1	$306K	Sell	11,095 -994	-8%	-$27.8K	0.02%	154
2016 Q4	$327K	Buy	12,089 +2,759	+30%	+$71.9K	0.02%	138
2016 Q3	$254K	Sell	9,330 -747	-7%	-$20.6K	0.02%	110
2016 Q2	$294K	Buy	10,077 +1,126	+13%	+$30.2K	0.02%	106
2016 Q1	$220K	Buy	8,951 +445	+5%	+$10.4K	0.02%	103
2015 Q4	$217K	Sell	8,506 -694	-8%	-$18K	0.02%	103
2015 Q3	$229K	Buy	+9,200	New	+$255K	0.02%	95
2015 Q1	–	Sell	-5,587	Closed	-$201K	–	148
2014 Q4	$201K	Buy	5,587 +429	+8%	+$15.9K	0.02%	137
2014 Q3	$207K	Buy	+5,158	New	+$202K	0.03%	116

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

KACA

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

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

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

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

Pinnacle Advisory Group's EPD Position: Q3 2018 in Review

Pinnacle Advisory Group sold out of Enterprise Products Partners (EPD) in Q3 2018, closing a stake of 7,605 shares — an estimated $210K sold.

Pinnacle Advisory Group first reported a position in EPD in Q3 2014 and held it in 13 quarters. The position peaked at $327K in Q4 2016. 990 funds tracked by Wall St. Rank hold EPD as of Q3 2018.

Pinnacle Advisory Group reported no remaining Enterprise Products Partners position as of Q3 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 7,605 Enterprise Products Partners shares in Q3 2018, an estimated $210K.
Pinnacle Advisory Group first reported a position in Enterprise Products Partners in Q3 2014 and held it in 13 quarters.
Pinnacle Advisory Group's Enterprise Products Partners position peaked at $327K in Q4 2016.
990 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2018.

Based on Pinnacle Advisory Group's 13F filing for Q3 2018, filed 9 Nov 2018.