Summit Financial Group’s Enterprise Products Partners EPD Stock Holding History

Summit Financial 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
2019 Q4	–	Sell	-10,200	Closed	-$292K	–	158
2019 Q3	$292K	Sell	10,200 -500	-5%	-$14.6K	0.15%	123
2019 Q2	$309K	Buy	10,700 +200	+2%	+$5.76K	0.14%	123
2019 Q1	$306K	Hold	10,500	–	–	0.24%	87
2018 Q4	$258K	Hold	10,500	–	–	0.22%	89
2018 Q3	$302K	Sell	10,500 -9,600	-48%	-$277K	0.23%	93
2018 Q2	$556K	Hold	20,100	–	–	0.43%	65
2018 Q1	$492K	Buy	20,100 +9,600	+91%	+$256K	0.39%	72
2017 Q4	$278K	Sell	10,500 -696	-6%	-$17.6K	0.23%	97
2017 Q3	$292K	Buy	11,196 +300	+3%	+$7.93K	0.24%	94
2017 Q2	$295K	Buy	+10,896	New	+$295K	0.26%	89

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Summit Financial Group's EPD Position: Q4 2019 in Review

Summit Financial Group sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 10,200 shares — an estimated $292K sold.

Summit Financial Group first reported a position in EPD in Q2 2017 and held it in 10 quarters. The position peaked at $556K in Q2 2018. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Summit Financial Group reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Summit Financial Group sold 10,200 Enterprise Products Partners shares in Q4 2019, an estimated $292K.
Summit Financial Group first reported a position in Enterprise Products Partners in Q2 2017 and held it in 10 quarters.
Summit Financial Group's Enterprise Products Partners position peaked at $556K in Q2 2018.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Summit Financial Group's 13F filing for Q4 2019, filed 6 Jan 2020.