WESPAC Advisors’s Enterprise Products Partners EPD Stock Holding History

WESPAC Advisors’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	-8,568	Closed	-$245K	–	104
2019 Q3	$245K	Sell	8,568 -6,000	-41%	-$175K	0.24%	82
2019 Q2	$421K	Hold	14,568	–	–	0.31%	69
2019 Q1	$424K	Hold	14,568	–	–	0.29%	78
2018 Q4	$358K	Hold	14,568	–	–	0.35%	66
2018 Q3	$419K	Buy	+14,568	New	+$421K	0.24%	99
2018 Q2	–	Sell	-12,000	Closed	-$294K	–	119
2018 Q1	$294K	Hold	12,000	–	–	0.18%	106
2017 Q4	$318K	Hold	12,000	–	–	0.3%	96
2017 Q3	$313K	Hold	12,000	–	–	0.21%	105
2017 Q2	$325K	Buy	+12,000	New	+$325K	0.22%	107
2016 Q4	–	Sell	-7,542	Closed	-$208K	–	116
2016 Q3	$208K	Hold	7,542	–	–	0.24%	98
2016 Q2	$221K	Buy	+7,542	New	+$202K	0.23%	96
2016 Q1	–	Sell	-11,577	Closed	-$296K	–	100
2015 Q4	$296K	Sell	11,577 -3,125	-21%	-$81.2K	0.34%	70
2015 Q3	$366K	Sell	14,702 -14,702	-50%	-$408K	0.64%	47
2015 Q2	$879K	Hold	29,404	–	–	0.66%	59
2015 Q1	$968K	Sell	29,404 -4,848	-14%	-$162K	0.73%	56
2014 Q4	$1.24M	Buy	34,252 +3,028	+10%	+$112K	0.87%	44
2014 Q3	$1.26M	Buy	31,224 +15,612	+100%	+$613K	1.01%	37
2014 Q2	$611K	Sell	15,612 -14,452	-48%	-$533K	0.7%	59
2014 Q1	$1.04M	Hold	30,064	–	–	0.9%	31
2013 Q4	$997K	Buy	30,064 +10,532	+54%	+$328K	0.83%	43
2013 Q3	$596K	Buy	19,532 +3,920	+25%	+$120K	0.69%	58
2013 Q2	$485K	Buy	+15,612	New	+$473K	0.74%	55

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

WESPAC Advisors's EPD Position: Q4 2019 in Review

WESPAC Advisors sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 8,568 shares — an estimated $245K sold.

WESPAC Advisors first reported a position in EPD in Q2 2013 and held it in 22 quarters. The position peaked at $1.26M in Q3 2014. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

WESPAC Advisors reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
WESPAC Advisors sold 8,568 Enterprise Products Partners shares in Q4 2019, an estimated $245K.
WESPAC Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 22 quarters.
WESPAC Advisors's Enterprise Products Partners position peaked at $1.26M in Q3 2014.
1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on WESPAC Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.