SPL
EPD icon

Smart Portfolios LLC’s Enterprise Products Partners EPD Stock Holding History

Smart Portfolios LLC’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
Q2 		– Sell
-1,698
Closed -$49K – 97
2019
Q1 		$49K Hold
1,698
– – 0.04% 96
2018
Q4 		$42K Hold
1,698
– – 0.03% 92
2018
Q3 		$49K Hold
1,698
– – 0.03% 85
2018
Q2 		$47K Hold
1,698
– – 0.03% 84
2018
Q1 		$42K Buy
+1,698
New +$45.2K 0.03% 81

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Smart Portfolios LLC's EPD Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Enterprise Products Partners (EPD) in Q2 2019, closing a stake of 1,698 shares — an estimated $49K sold.

Smart Portfolios LLC first reported a position in EPD in Q1 2018 and held it in 5 quarters. The position peaked at $49K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold EPD as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Enterprise Products Partners position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 1,698 Enterprise Products Partners shares in Q2 2019, an estimated $49K.
  • Smart Portfolios LLC first reported a position in Enterprise Products Partners in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's Enterprise Products Partners position peaked at $49K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.