AT
EPD icon

Arden Trust’s Enterprise Products Partners EPD Stock Holding History

Arden 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
2020
Q2 		– Sell
-1,110
Closed -$16K – 458
2020
Q1 		$16K Buy
+1,110
New +$25.8K ﹤0.01% 556
2014
Q1 		– Sell
-6,356
Closed -$211K – 330
2013
Q4 		$211K Buy
+6,356
New +$198K 0.03% 303

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arden Trust's EPD Position: Q2 2020 in Review

Arden Trust sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 1,110 shares — an estimated $16K sold.

Arden Trust first reported a position in EPD in Q4 2013 and held it in 2 quarters. The position peaked at $211K in Q4 2013. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

  • Arden Trust reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,110 Enterprise Products Partners shares in Q2 2020, an estimated $16K.
  • Arden Trust first reported a position in Enterprise Products Partners in Q4 2013 and held it in 2 quarters.
  • Arden Trust's Enterprise Products Partners position peaked at $211K in Q4 2013.
  • 974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.