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Royal Fund Management’s Enterprise Products Partners EPD Stock Holding History

Royal Fund Management’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
Q4 		– Sell
-50
Closed -$1K – 643
2019
Q3 		$1K Hold
50
– – ﹤0.01% 551
2019
Q2 		$1K Buy
+50
New +$1.44K ﹤0.01% 509
2018
Q3 		– Sell
-1,394
Closed -$38K – 549
2018
Q2 		$38K Hold
1,394
– – 0.01% 223
2018
Q1 		$34K Buy
+1,394
New +$37.1K 0.01% 229
2017
Q1 		– Sell
-218
Closed -$5K – 427
2016
Q4 		$5K Buy
+218
New +$5.68K ﹤0.01% 299

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Fund Management's EPD Position: Q4 2019 in Review

Royal Fund Management sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 50 shares — an estimated $1K sold.

Royal Fund Management first reported a position in EPD in Q4 2016 and held it in 5 quarters. The position peaked at $38K in Q2 2018. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Royal Fund Management reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • Royal Fund Management sold 50 Enterprise Products Partners shares in Q4 2019, an estimated $1K.
  • Royal Fund Management first reported a position in Enterprise Products Partners in Q4 2016 and held it in 5 quarters.
  • Royal Fund Management's Enterprise Products Partners position peaked at $38K in Q2 2018.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Royal Fund Management's 13F filing for Q4 2019, filed 11 May 2020.