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VisionPoint Advisory Group’s Enterprise Products Partners EPD Stock Holding History

VisionPoint Advisory 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
-11,246
Closed -$314K – 131
2019
Q3 		$314K Buy
11,246
+700
+7% +$20.4K 0.09% 94
2019
Q2 		$304K Hold
10,546
– – 0.09% 93
2019
Q1 		$307K Buy
10,546
+950
+10% +$26.5K 0.09% 95
2018
Q4 		$236K Buy
+9,596
New +$257K 0.08% 91

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
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

VisionPoint Advisory Group's EPD Position: Q4 2019 in Review

VisionPoint Advisory Group sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 11,246 shares — an estimated $314K sold.

VisionPoint Advisory Group first reported a position in EPD in Q4 2018 and held it in 4 quarters. The position peaked at $314K in Q3 2019. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • VisionPoint Advisory Group reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • VisionPoint Advisory Group sold 11,246 Enterprise Products Partners shares in Q4 2019, an estimated $314K.
  • VisionPoint Advisory Group first reported a position in Enterprise Products Partners in Q4 2018 and held it in 4 quarters.
  • VisionPoint Advisory Group's Enterprise Products Partners position peaked at $314K in Q3 2019.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on VisionPoint Advisory Group's 13F filing for Q4 2019, filed 30 Jan 2020.