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Woodard & Company Asset Management Group’s Enterprise Products Partners EPD Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-200
Closed -$6K – 79
2018
Q3 		$6K Hold
200
– – 0.01% 186
2018
Q2 		$5.53K Hold
200
– – 0.01% 164
2018
Q1 		$5K Hold
200
– – ﹤0.01% 175
2017
Q4 		$5K Buy
+200
New +$5.06K ﹤0.01% 194

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

Woodard & Company Asset Management Group's EPD Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Woodard & Company Asset Management Group first reported a position in EPD in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 1,028 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 200 Enterprise Products Partners shares in Q4 2018, an estimated $6K.
  • Woodard & Company Asset Management Group first reported a position in Enterprise Products Partners in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Enterprise Products Partners position peaked at $6K in Q3 2018.
  • 1,028 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.