Arbor Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Arbor Wealth Management’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	-41,994	Closed	-$1.18M	–	44
2019 Q4	$1.18M	Buy	41,994 +16,562	+65%	+$449K	0.49%	41
2019 Q3	$727K	Buy	25,432 +2,008	+9%	+$58.5K	0.37%	38
2019 Q2	$676K	Hold	23,424	–	–	0.36%	38
2019 Q1	$682K	Sell	23,424 -465	-2%	-$13K	0.41%	42
2018 Q4	$587K	Sell	23,889 -1,331	-5%	-$35.6K	0.52%	37
2018 Q3	$724K	Hold	25,220	–	–	0.57%	43
2018 Q2	$728K	Buy	25,220 +2,389	+10%	+$65.3K	0.57%	45
2018 Q1	$631K	Sell	22,831 -699	-3%	-$18.6K	0.54%	43
2017 Q4	$623K	Buy	23,530 +4,694	+25%	+$119K	0.47%	48
2017 Q3	$453K	Buy	+18,836	New	+$498K	0.39%	48

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

Arbor Wealth Management's EPD Position: Q1 2020 in Review

Arbor Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 41,994 shares — an estimated $1.18M sold.

Arbor Wealth Management first reported a position in EPD in Q3 2017 and held it in 10 quarters. The position peaked at $1.18M in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Arbor Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Arbor Wealth Management sold 41,994 Enterprise Products Partners shares in Q1 2020, an estimated $1.18M.
Arbor Wealth Management first reported a position in Enterprise Products Partners in Q3 2017 and held it in 10 quarters.
Arbor Wealth Management's Enterprise Products Partners position peaked at $1.18M in Q4 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Arbor Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.