AFT
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Alpha Family Trust’s Enterprise Products Partners EPD Stock Holding History

Alpha Family Trust’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
2021
Q1 		– Sell
-489,351
Closed -$9.59M – 21
2020
Q4 		$9.59M Buy
+489,351
New +$9.11M 5.98% 7

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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Alpha Family Trust's EPD Position: Q1 2021 in Review

Alpha Family Trust sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 489,351 shares — an estimated $9.59M sold.

Alpha Family Trust first reported a position in EPD in Q4 2020 and held it in 1 quarter. The position peaked at $9.59M in Q4 2020. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

  • Alpha Family Trust reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
  • Alpha Family Trust sold 489,351 Enterprise Products Partners shares in Q1 2021, an estimated $9.59M.
  • Alpha Family Trust first reported a position in Enterprise Products Partners in Q4 2020 and held it in 1 quarter.
  • Alpha Family Trust's Enterprise Products Partners position peaked at $9.59M in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Alpha Family Trust's 13F filing for Q1 2021, filed 10 May 2021.