Signature Wealth Management Group’s Enterprise Products Partners EPD Stock Holding History

Signature Wealth Management Group’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
2018 Q4	–	Sell	-531	Closed	-$14K	–	137
2018 Q3	$14K	Hold	531	–	–	0.01%	162
2018 Q2	$15K	Hold	531	–	–	0.01%	157
2018 Q1	$13K	Hold	531	–	–	0.01%	161
2017 Q4	$14K	Buy	+531	New	+$13.4K	0.01%	162

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Signature Wealth Management Group's EPD Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 531 shares — an estimated $14K sold.

Signature Wealth Management Group first reported a position in EPD in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q2 2018. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

Signature Wealth Management Group reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 531 Enterprise Products Partners shares in Q4 2018, an estimated $14K.
Signature Wealth Management Group first reported a position in Enterprise Products Partners in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Enterprise Products Partners position peaked at $15K in Q2 2018.
1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.