Seneca House Advisors’s Enterprise Products Partners EPD Stock Holding History

Seneca House 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	-13,091	Closed	-$369K	–	68
2019 Q4	$369K	Sell	13,091 -1,129	-8%	-$30.6K	0.32%	65
2019 Q3	$406K	Sell	14,220 -599	-4%	-$17.4K	0.38%	62
2019 Q2	$447K	Buy	14,819 +538	+4%	+$15.5K	0.41%	62
2019 Q1	$416K	Buy	14,281 +283	+2%	+$7.91K	0.36%	65
2018 Q4	$344K	Buy	13,998 +14	+0.1%	+$375	0.32%	71
2018 Q3	$402K	Sell	13,984 -381	-3%	-$11K	0.31%	72
2018 Q2	$397K	Sell	14,365 -2,128	-13%	-$58.2K	0.32%	70
2018 Q1	$404K	Sell	16,493 -2,962	-15%	-$78.9K	0.34%	71
2017 Q4	$516K	Buy	+19,455	New	+$493K	0.44%	60

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

Seneca House Advisors's EPD Position: Q1 2020 in Review

Seneca House Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 13,091 shares — an estimated $369K sold.

Seneca House Advisors first reported a position in EPD in Q4 2017 and held it in 9 quarters. The position peaked at $516K in Q4 2017. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Seneca House Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 13,091 Enterprise Products Partners shares in Q1 2020, an estimated $369K.
Seneca House Advisors first reported a position in Enterprise Products Partners in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's Enterprise Products Partners position peaked at $516K in Q4 2017.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.