Advisory Alpha’s Enterprise Products Partners EPD Stock Holding History

Advisory Alpha’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	-715	Closed	-$12K	–	257
2020 Q3	$12K	Buy	+715	New	+$12.5K	﹤0.01%	400
2020 Q2	–	Sell	-715	Closed	-$12.3K	–	234
2020 Q1	$12.3K	Sell	715 -1,362	-66%	-$31.6K	﹤0.01%	382
2019 Q4	$60.1K	Buy	2,077 +1,577	+315%	+$42.7K	0.01%	255
2019 Q3	$13.7K	Buy	+500	New	+$14.6K	﹤0.01%	417
2019 Q2	–	Sell	-650	Closed	-$18.4K	–	266
2019 Q1	$18.4K	Buy	+650	New	+$18.2K	0.01%	344

Other funds holding EPD

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Advisory Alpha's EPD Position: Q4 2020 in Review

Advisory Alpha sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 715 shares — an estimated $12K sold.

Advisory Alpha first reported a position in EPD in Q1 2019 and held it in 5 quarters. The position peaked at $60.1K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

Advisory Alpha reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 715 Enterprise Products Partners shares in Q4 2020, an estimated $12K.
Advisory Alpha first reported a position in Enterprise Products Partners in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Enterprise Products Partners position peaked at $60.1K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.