Sageworth Trust’s Enterprise Products Partners EPD Stock Holding History

Sageworth Trust’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	-1,600	Closed	-$45K	–	187
2019 Q4	$45K	Hold	1,600	–	–	﹤0.01%	96
2019 Q3	$46K	Hold	1,600	–	–	0.01%	95
2019 Q2	$46K	Sell	1,600 -368	-19%	-$10.6K	0.01%	93
2019 Q1	$57K	Buy	+1,968	New	+$55K	0.01%	69
2018 Q1	–	Sell	-1,500	Closed	-$40K	–	132
2017 Q4	$40K	Hold	1,500	–	–	0.01%	39
2017 Q3	$39K	Hold	1,500	–	–	0.01%	39
2017 Q2	$41K	Buy	+1,500	New	+$40.6K	0.01%	82

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust's EPD Position: Q1 2020 in Review

Sageworth Trust sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 1,600 shares — an estimated $45K sold.

Sageworth Trust first reported a position in EPD in Q2 2017 and held it in 7 quarters. The position peaked at $57K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Sageworth Trust reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Sageworth Trust sold 1,600 Enterprise Products Partners shares in Q1 2020, an estimated $45K.
Sageworth Trust first reported a position in Enterprise Products Partners in Q2 2017 and held it in 7 quarters.
Sageworth Trust's Enterprise Products Partners position peaked at $57K in Q1 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Sageworth Trust's 13F filing for Q1 2020, filed 13 May 2020.