PSG
EPD icon

Planning Solutions Group’s Enterprise Products Partners EPD Stock Holding History

Planning Solutions 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
2019
Q2 		$203K Hold
7,021
– – 0.1% 135
2019
Q1 		$205K Buy
+7,021
New +$196K 0.11% 128

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
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Planning Solutions Group's EPD Position: Q2 2019 in Review

Planning Solutions Group held its Enterprise Products Partners (EPD) position steady in Q2 2019 at 7,021 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #135.

Planning Solutions Group first reported a position in EPD in Q1 2019 and has held it in 2 quarters since. The position peaked at $205K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold EPD as of Q2 2019.

  • Planning Solutions Group held 7,021 shares of Enterprise Products Partners worth $203K as of Q2 2019.
  • Planning Solutions Group left its Enterprise Products Partners share count unchanged in Q2 2019.
  • Enterprise Products Partners made up 0.1% of Planning Solutions Group's portfolio in Q2 2019, its #135 holding.
  • Planning Solutions Group first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 2 quarters since.
  • Planning Solutions Group's Enterprise Products Partners position peaked at $205K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.