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Polaris Wealth Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Polaris Wealth 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
Q4 		– Sell
-756
Closed -$22K – 238
2018
Q3 		$22K Buy
+756
New +$21.8K ﹤0.01% 315
2018
Q2 		– Sell
-2,673
Closed -$65K – 310
2018
Q1 		$65K Buy
+2,673
New +$71.2K 0.01% 202

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Polaris Wealth Advisory Group's EPD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 756 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in EPD in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q1 2018. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 756 Enterprise Products Partners shares in Q4 2018, an estimated $22K.
  • Polaris Wealth Advisory Group first reported a position in Enterprise Products Partners in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Enterprise Products Partners position peaked at $65K in Q1 2018.
  • 1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.