SHJ
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Sharkey, Howes & Javer’s Enterprise Products Partners EPD Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-437
Closed -$13K – 94
2019
Q2 		$13K Buy
+437
New +$12.6K 0.01% 146
2015
Q2 		– Sell
-647
Closed -$43K – 205
2015
Q1 		$43K Buy
+647
New +$21.7K 0.03% 100

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sharkey, Howes & Javer's EPD Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 437 shares — an estimated $13K sold.

Sharkey, Howes & Javer first reported a position in EPD in Q1 2015 and held it in 2 quarters. The position peaked at $43K in Q1 2015. 1,076 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 437 Enterprise Products Partners shares in Q3 2019, an estimated $13K.
  • Sharkey, Howes & Javer first reported a position in Enterprise Products Partners in Q1 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Enterprise Products Partners position peaked at $43K in Q1 2015.
  • 1,076 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.