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Rowland Carmichael Advisors’s Enterprise Products Partners EPD Stock Holding History

Rowland Carmichael 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
2020
Q1 		– Sell
-10,274
Closed -$289K – 333
2019
Q4 		$289K Sell
10,274
-580
-5% -$15.7K 0.1% 235
2019
Q3 		$310K Sell
10,854
-2,985
-22% -$86.9K 0.11% 211
2019
Q2 		$400K Buy
13,839
+4,690
+51% +$135K 0.14% 169
2019
Q1 		$266K Buy
9,149
+39
+0.4% +$1.09K 0.1% 203
2018
Q4 		$224K Hold
9,110
– – 0.1% 206
2018
Q3 		$262K Hold
9,110
– – 0.1% 220
2018
Q2 		$252K Hold
9,110
– – 0.11% 224
2018
Q1 		$223K Hold
9,110
– – 0.12% 226
2017
Q4 		$242K Sell
9,110
-520
-5% -$13.2K 0.12% 215
2017
Q3 		$251K Buy
9,630
+520
+6% +$13.7K 0.14% 197
2017
Q2 		$247K Sell
9,110
-325
-3% -$8.8K 0.14% 185
2017
Q1 		$261K Sell
9,435
-440
-4% -$12.3K 0.16% 171
2016
Q4 		$267K Buy
9,875
+440
+5% +$11.5K 0.16% 178
2016
Q3 		$261K Buy
9,435
+334
+4% +$9.23K 0.17% 177
2016
Q2 		$266K Sell
9,101
-602
-6% -$16.2K 0.17% 176
2016
Q1 		$239K Buy
+9,703
New +$226K 0.22% 120

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Rowland Carmichael Advisors's EPD Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 10,274 shares — an estimated $289K sold.

Rowland Carmichael Advisors first reported a position in EPD in Q1 2016 and held it in 16 quarters. The position peaked at $400K in Q2 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,274 Enterprise Products Partners shares in Q1 2020, an estimated $289K.
  • Rowland Carmichael Advisors first reported a position in Enterprise Products Partners in Q1 2016 and held it in 16 quarters.
  • Rowland Carmichael Advisors's Enterprise Products Partners position peaked at $400K in Q2 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.