WealthOne’s Enterprise Products Partners EPD Stock Holding History

WealthOne’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 Q1	–	Sell	-869	Closed	-$21K	–	209
2018 Q4	$21K	Buy	+869	New	+$23.3K	0.02%	273

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

KACA

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

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

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

EIP

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthOne's EPD Position: Q1 2019 in Review

WealthOne sold out of Enterprise Products Partners (EPD) in Q1 2019, closing a stake of 869 shares — an estimated $21K sold.

WealthOne first reported a position in EPD in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 1,051 funds tracked by Wall St. Rank hold EPD as of Q1 2019.

WealthOne reported no remaining Enterprise Products Partners position as of Q1 2019 after selling out during the quarter.
WealthOne sold 869 Enterprise Products Partners shares in Q1 2019, an estimated $21K.
WealthOne first reported a position in Enterprise Products Partners in Q4 2018 and held it in 1 quarter.
WealthOne's Enterprise Products Partners position peaked at $21K in Q4 2018.
1,051 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.