Suncoast Equity Management’s Enterprise Products Partners EPD Stock Holding History

Suncoast Equity Management’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	-8,150	Closed	-$233K	–	56
2019 Q3	$233K	Hold	8,150	–	–	0.05%	38
2019 Q2	$235K	Sell	8,150 -4,485	-35%	-$129K	0.05%	37
2019 Q1	$368K	Hold	12,635	–	–	0.08%	27
2018 Q4	$311K	Hold	12,635	–	–	0.08%	28
2018 Q3	$363K	Hold	12,635	–	–	0.08%	27
2018 Q2	$350K	Buy	12,635 +3,570	+39%	+$97.6K	0.09%	26
2018 Q1	$222K	Buy	9,065 +930	+11%	+$24.8K	0.06%	35
2017 Q4	$216K	Sell	8,135 -280	-3%	-$7.09K	0.06%	34
2017 Q3	$219K	Hold	8,415	–	–	0.06%	35
2017 Q2	$228K	Buy	+8,415	New	+$228K	0.07%	34

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

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

KACA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Suncoast Equity Management's EPD Position: Q4 2019 in Review

Suncoast Equity Management sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 8,150 shares — an estimated $233K sold.

Suncoast Equity Management first reported a position in EPD in Q2 2017 and held it in 10 quarters. The position peaked at $368K in Q1 2019. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Suncoast Equity Management reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Suncoast Equity Management sold 8,150 Enterprise Products Partners shares in Q4 2019, an estimated $233K.
Suncoast Equity Management first reported a position in Enterprise Products Partners in Q2 2017 and held it in 10 quarters.
Suncoast Equity Management's Enterprise Products Partners position peaked at $368K in Q1 2019.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Suncoast Equity Management's 13F filing for Q4 2019, filed 7 Feb 2020.