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WealthTrust-Arizona’s Enterprise Products Partners EPD Stock Holding History

WealthTrust-Arizona’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 		$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
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
AA
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthTrust-Arizona's EPD Position: Q4 2018 in Review

WealthTrust-Arizona increased its Enterprise Products Partners (EPD) stake by 1.2% in Q4 2018, buying an estimated $7.09K and bringing the position to 22,599 shares worth $556K. The position accounts for 0.32% of the portfolio, ranked #32.

WealthTrust-Arizona first reported a position in EPD in Q2 2013 and has held it in 23 quarters since. The position peaked at $747K in Q2 2016. 1,028 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

  • WealthTrust-Arizona held 22,599 shares of Enterprise Products Partners worth $556K as of Q4 2018.
  • WealthTrust-Arizona bought 265 Enterprise Products Partners shares in Q4 2018, an estimated $7.09K.
  • Enterprise Products Partners made up 0.32% of WealthTrust-Arizona's portfolio in Q4 2018, its #32 holding.
  • WealthTrust-Arizona first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Enterprise Products Partners position peaked at $747K in Q2 2016.
  • 1,028 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.