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Spectrum Financial Alliance’s Enterprise Products Partners EPD Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-4,100
Closed -$100K – 42
2018
Q4 		$100K Hold
4,100
– – 0.08% 19
2018
Q3 		$117K Hold
4,100
– – 0.07% 18
2018
Q2 		$113K Hold
4,100
– – 0.08% 17
2018
Q1 		$100K Buy
+4,100
New +$109K 0.07% 17

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TCA
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AA
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Spectrum Financial Alliance's EPD Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 4,100 shares — an estimated $100K sold.

Spectrum Financial Alliance first reported a position in EPD in Q1 2018 and held it in 4 quarters. The position peaked at $117K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 4,100 Enterprise Products Partners shares in Q1 2019, an estimated $100K.
  • Spectrum Financial Alliance first reported a position in Enterprise Products Partners in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Enterprise Products Partners position peaked at $117K in Q3 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.