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

Aries 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	-7,200	Closed	-$207K	–	139
2019 Q4	$207K	Buy	+7,200	New	+$195K	0.13%	146
2019 Q3	–	Sell	-7,200	Closed	-$212K	–	161
2019 Q2	$212K	Hold	7,200	–	–	0.15%	141
2019 Q1	$210K	Buy	+7,200	New	+$201K	0.16%	138

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

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

Aries Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,200 shares — an estimated $207K sold.

Aries Wealth Management first reported a position in EPD in Q1 2019 and held it in 3 quarters. The position peaked at $212K in Q2 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Aries Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Aries Wealth Management sold 7,200 Enterprise Products Partners shares in Q1 2020, an estimated $207K.
Aries Wealth Management first reported a position in Enterprise Products Partners in Q1 2019 and held it in 3 quarters.
Aries Wealth Management's Enterprise Products Partners position peaked at $212K in Q2 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Aries Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.