Acorn Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Acorn Wealth 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
2020 Q1	–	Sell	-23,056	Closed	-$660K	–	110
2019 Q4	$660K	Sell	23,056 -3,348	-13%	-$90.7K	0.56%	38
2019 Q3	$700K	Buy	26,404 +270	+1%	+$7.86K	0.6%	36
2019 Q2	$741K	Buy	26,134 +538	+2%	+$15.5K	0.68%	33
2019 Q1	$751K	Buy	25,596 +520	+2%	+$14.5K	0.68%	30
2018 Q4	$692K	Buy	25,076 +386	+2%	+$10.3K	0.71%	30
2018 Q3	$664K	Buy	24,690 +1,552	+7%	+$44.8K	0.66%	35
2018 Q2	$634K	Buy	23,138 +4,164	+22%	+$114K	0.54%	33
2018 Q1	$514K	Buy	18,974 +386	+2%	+$10.3K	0.44%	40
2017 Q4	$514K	Buy	+18,588	New	+$471K	0.47%	39

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Acorn Wealth Advisors's EPD Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 23,056 shares — an estimated $660K sold.

Acorn Wealth Advisors first reported a position in EPD in Q4 2017 and held it in 9 quarters. The position peaked at $751K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Acorn Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 23,056 Enterprise Products Partners shares in Q1 2020, an estimated $660K.
Acorn Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's Enterprise Products Partners position peaked at $751K in Q1 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.