AI
EPD icon

Accredited Investors’s Enterprise Products Partners EPD Stock Holding History

Accredited Investors’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
2020
Q4 		– Sell
-12,512
Closed -$198K – 159
2020
Q3 		$198K Buy
12,512
+348
+3% +$6.1K 0.04% 130
2020
Q2 		$221K Buy
12,164
+1,172
+11% +$21K 0.05% 116
2020
Q1 		$157K Sell
10,992
-1,586
-13% -$36.8K 0.04% 124
2019
Q4 		$354K Buy
12,578
+112
+0.9% +$3.04K 0.06% 102
2019
Q3 		$356K Buy
12,466
+1,452
+13% +$42.3K 0.07% 99
2019
Q2 		$318K Buy
11,014
+98
+0.9% +$2.82K 0.06% 106
2019
Q1 		$318K Buy
10,916
+2,098
+24% +$58.6K 0.06% 103
2018
Q4 		$217K Buy
8,818
+102
+1% +$2.73K 0.05% 114
2018
Q3 		$250K Sell
8,716
-414
-5% -$12K 0.06% 106
2018
Q2 		$253K Buy
9,130
+606
+7% +$16.6K 0.07% 93
2018
Q1 		$209K Sell
8,524
-482
-5% -$12.8K 0.06% 102
2017
Q4 		$239K Buy
+9,006
New +$228K 0.07% 100

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Accredited Investors's EPD Position: Q4 2020 in Review

Accredited Investors sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 12,512 shares — an estimated $198K sold.

Accredited Investors first reported a position in EPD in Q4 2017 and held it in 12 quarters. The position peaked at $356K in Q3 2019. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

  • Accredited Investors reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
  • Accredited Investors sold 12,512 Enterprise Products Partners shares in Q4 2020, an estimated $198K.
  • Accredited Investors first reported a position in Enterprise Products Partners in Q4 2017 and held it in 12 quarters.
  • Accredited Investors's Enterprise Products Partners position peaked at $356K in Q3 2019.
  • 1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Accredited Investors's 13F filing for Q4 2020, filed 11 Feb 2021.