Risk Paradigm Group’s Enterprise Products Partners EPD Stock Holding History

Risk Paradigm 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	$145K	Sell	5,916 -136	-2%	-$3.64K	0.35%	48
2018 Q3	$174K	Buy	6,052 +136	+2%	+$3.93K	0.34%	48
2018 Q2	$164K	Sell	5,916 -7,488	-56%	-$205K	0.32%	46
2018 Q1	$328K	Sell	13,404 -1,658	-11%	-$44.2K	0.42%	70
2017 Q4	$399K	Buy	15,062 +1,048	+7%	+$26.5K	0.43%	70
2017 Q3	$365K	Hold	14,014	–	–	0.45%	72
2017 Q2	$379K	Sell	14,014 -1,491	-10%	-$40.4K	0.45%	72
2017 Q1	$428K	Sell	15,505 -1,721	-10%	-$48.1K	0.49%	71
2016 Q4	$466K	Sell	17,226 -994	-5%	-$25.9K	0.51%	66
2016 Q3	$503K	Sell	18,220 -88	-0.5%	-$2.43K	0.38%	77
2016 Q2	$536K	Hold	18,308	–	–	0.73%	60
2016 Q1	$451K	Sell	18,308 -1,995	-10%	-$46.5K	0.57%	43
2015 Q4	$519K	Sell	20,303 -1,220	-6%	-$31.7K	0.61%	40
2015 Q3	$536K	Buy	21,523 +2,422	+13%	+$67.2K	1.11%	15
2015 Q2	$571K	Sell	19,101 -156	-0.8%	-$5.11K	0.54%	53
2015 Q1	$634K	Buy	+19,257	New	+$645K	0.62%	48

Other funds holding EPD

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Risk Paradigm Group's EPD Position: Q4 2018 in Review

Risk Paradigm Group reduced its Enterprise Products Partners (EPD) stake by 2.2% in Q4 2018, selling an estimated $3.64K and leaving 5,916 shares worth $145K. The position accounts for 0.35% of the portfolio, ranked #48.

Risk Paradigm Group first reported a position in EPD in Q1 2015 and has held it in 16 quarters since. The position peaked at $634K in Q1 2015. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

Risk Paradigm Group held 5,916 shares of Enterprise Products Partners worth $145K as of Q4 2018.
Risk Paradigm Group sold 136 Enterprise Products Partners shares in Q4 2018, an estimated $3.64K.
Enterprise Products Partners made up 0.35% of Risk Paradigm Group's portfolio in Q4 2018, its #48 holding.
Risk Paradigm Group first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's Enterprise Products Partners position peaked at $634K in Q1 2015.
1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.