Wealth & Pension Services Group’s Enterprise Products Partners EPD Stock Holding History

Wealth & Pension Services 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 Q3	$322K	Buy	11,283 +133	+1%	+$3.87K	0.23%	94
2019 Q2	$322K	Buy	11,150 +129	+1%	+$3.72K	0.23%	93
2019 Q1	$321K	Buy	11,021 +103	+0.9%	+$2.88K	0.25%	88
2018 Q4	$268K	Buy	10,918 +134	+1%	+$3.59K	0.24%	86
2018 Q3	$310K	Buy	10,784 +162	+2%	+$4.68K	0.31%	66
2018 Q2	$295K	Buy	+10,622	New	+$290K	0.37%	39

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

Wealth & Pension Services Group's EPD Position: Q3 2019 in Review

Wealth & Pension Services Group increased its Enterprise Products Partners (EPD) stake by 1.2% in Q3 2019, buying an estimated $3.87K and bringing the position to 11,283 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #94.

Wealth & Pension Services Group first reported a position in EPD in Q2 2018 and has held it in 6 quarters since. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

Wealth & Pension Services Group held 11,283 shares of Enterprise Products Partners worth $322K as of Q3 2019.
Wealth & Pension Services Group bought 133 Enterprise Products Partners shares in Q3 2019, an estimated $3.87K.
Enterprise Products Partners made up 0.23% of Wealth & Pension Services Group's portfolio in Q3 2019, its #94 holding.
Wealth & Pension Services Group first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 6 quarters since.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.