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Strategic Capital Advisers’s Enterprise Products Partners EPD Stock Holding History

Strategic Capital Advisers’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
-16,819
Closed -$413K – 54
2018
Q4 		$413K Buy
+16,819
New +$450K 0.44% 41
2018
Q2 		– Sell
-15,814
Closed -$419K – 59
2018
Q1 		$419K Hold
15,814
– – 0.41% 46
2017
Q4 		$419K Buy
+15,814
New +$400K 0.41% 46

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
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

Strategic Capital Advisers's EPD Position: Q1 2019 in Review

Strategic Capital Advisers sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 16,819 shares — an estimated $413K sold.

Strategic Capital Advisers first reported a position in EPD in Q4 2017 and held it in 3 quarters. The position peaked at $419K in Q1 2018. 1,050 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

  • Strategic Capital Advisers reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 16,819 Enterprise Products Partners shares in Q1 2019, an estimated $413K.
  • Strategic Capital Advisers first reported a position in Enterprise Products Partners in Q4 2017 and held it in 3 quarters.
  • Strategic Capital Advisers's Enterprise Products Partners position peaked at $419K in Q1 2018.
  • 1,050 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on Strategic Capital Advisers's 13F filing for Q1 2019, filed 8 May 2019.