SWS Partners’s Enterprise Products Partners EPD Stock Holding History

SWS Partners’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
2018 Q4	$255K	Buy	+10,363	New	+$277K	0.19%	92
2018 Q3	–	Sell	-10,020	Closed	-$277K	–	103
2018 Q2	$277K	Buy	10,020 +1,314	+15%	+$35.9K	0.19%	84
2018 Q1	$213K	Sell	8,706 -2,829	-25%	-$75.3K	0.16%	68
2017 Q4	$306K	Buy	+11,535	New	+$292K	0.23%	59

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

KACA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SWS Partners's EPD Position: Q4 2018 in Review

SWS Partners opened a new position in Enterprise Products Partners (EPD) in Q4 2018: 10,363 shares worth $255K. The stake represents 0.19% of the portfolio and ranks #92 among its holdings. This is a return to the name: SWS Partners previously reported a position in EPD as recently as Q2 2018.

SWS Partners first reported a position in EPD in Q4 2017 and has held it in 4 quarters since. The position peaked at $306K in Q4 2017. 1,027 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

SWS Partners held 10,363 shares of Enterprise Products Partners worth $255K as of Q4 2018.
Enterprise Products Partners was a new SWS Partners position in Q4 2018.
Enterprise Products Partners made up 0.19% of SWS Partners's portfolio in Q4 2018, its #92 holding.
SWS Partners first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 4 quarters since.
SWS Partners's Enterprise Products Partners position peaked at $306K in Q4 2017.
1,027 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.