Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WA
WealthTrust-Arizona’s
Enterprise Products Partners
EPD
Stock Holding History
WealthTrust-Arizona’s Portfolio
EPD Stock Details
EPD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
$556K
Buy
22,599
+265
+1%
+$7.09K
0.32%
32
2018
Q3
$642K
Buy
22,334
+239
+1%
+$6.91K
0.31%
34
2018
Q2
$611K
Hold
22,095
–
–
0.31%
36
2018
Q1
$541K
Sell
22,095
-1,001
-4%
-$26.7K
0.29%
35
2017
Q4
$612K
Buy
23,096
+1,177
+5%
+$29.8K
0.3%
32
2017
Q3
$571K
Hold
21,919
–
–
0.29%
31
2017
Q2
$594K
Sell
21,919
-3,621
-14%
-$98.1K
0.31%
32
2017
Q1
$705K
Hold
25,540
–
–
0.38%
29
2016
Q4
$691K
Hold
25,540
–
–
0.4%
30
2016
Q3
$706K
Hold
25,540
–
–
0.42%
30
2016
Q2
$747K
Buy
25,540
+20,000
+361%
+$537K
0.46%
25
2016
Q1
$136K
Sell
5,540
-5,848
-51%
-$136K
0.09%
75
2015
Q4
$291K
Buy
11,388
+300
+3%
+$7.79K
0.18%
51
2015
Q3
$276K
Sell
11,088
-200
-2%
-$5.55K
0.17%
47
2015
Q2
$337K
Sell
11,288
-501
-4%
-$16.4K
0.2%
45
2015
Q1
$388K
Hold
11,789
–
–
0.24%
43
2014
Q4
$426K
Hold
11,789
–
–
0.36%
41
2014
Q3
$475K
Buy
11,789
+19
+0.2%
+$745
0.52%
38
2014
Q2
$461K
Sell
11,770
-1,448
-11%
-$53.4K
0.49%
38
2014
Q1
$458K
Buy
13,218
+1,700
+15%
+$56.4K
0.52%
35
2013
Q4
$382K
Hold
11,518
–
–
0.44%
36
2013
Q3
$352K
Hold
11,518
–
–
0.44%
35
2013
Q2
$358K
Buy
+11,518
New
+$349K
0.48%
32
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
AA
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close