YorkBridge Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-2,823	Closed	-$82K	–	317
2019 Q2	$82K	Hold	2,823	–	–	0.04%	315
2019 Q1	$82K	Hold	2,823	–	–	0.04%	305
2018 Q4	$69K	Hold	2,823	–	–	0.04%	296
2018 Q3	$82K	Hold	2,823	–	–	0.04%	308
2018 Q2	$78K	Hold	2,823	–	–	0.03%	321
2018 Q1	$73K	Hold	2,823	–	–	0.03%	329
2017 Q4	$74K	Sell	2,823 -1,000	-26%	-$25.3K	0.04%	330
2017 Q3	$100K	Hold	3,823	–	–	0.05%	282
2017 Q2	$104K	Sell	3,823 -750	-16%	-$20.3K	0.06%	263
2017 Q1	$124K	Hold	4,573	–	–	0.06%	224
2016 Q4	$118K	Buy	+4,573	New	+$119K	0.07%	216

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

YorkBridge Wealth Partners's EPD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Enterprise Products Partners (EPD) in Q3 2019, closing a stake of 2,823 shares — an estimated $82K sold.

YorkBridge Wealth Partners first reported a position in EPD in Q4 2016 and held it in 11 quarters. The position peaked at $124K in Q1 2017. 1,075 funds tracked by Wall St. Rank hold EPD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Enterprise Products Partners position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,823 Enterprise Products Partners shares in Q3 2019, an estimated $82K.
YorkBridge Wealth Partners first reported a position in Enterprise Products Partners in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Enterprise Products Partners position peaked at $124K in Q1 2017.
1,075 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.