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River Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

River Wealth 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
-2,400
Closed -$59K – 241
2018
Q4 		$59K Hold
2,400
– – 0.03% 226
2018
Q3 		$69K Sell
2,400
-400
-14% -$11.6K 0.03% 242
2018
Q2 		$77K Buy
+2,800
New +$76.6K 0.03% 227

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

River Wealth Advisors's EPD Position: Q1 2019 in Review

River Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 2,400 shares — an estimated $59K sold.

River Wealth Advisors first reported a position in EPD in Q2 2018 and held it in 3 quarters. The position peaked at $77K in Q2 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • River Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 2,400 Enterprise Products Partners shares in Q1 2019, an estimated $59K.
  • River Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Enterprise Products Partners position peaked at $77K in Q2 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.