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Aspiriant LLC’s Enterprise Products Partners EPD Stock Holding History

Aspiriant LLC’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
-186,000
Closed -$2.94M – 209
2020
Q3 		$2.94M Buy
+186,000
New +$3.26M 0.23% 52
2019
Q2 		– Sell
-13,365
Closed -$388K – 233
2019
Q1 		$388K Buy
+13,365
New +$373K 0.03% 161
2018
Q3 		– Sell
-10,660
Closed -$295K – 246
2018
Q2 		$295K Buy
+10,660
New +$292K 0.03% 202
2017
Q2 		– Sell
-9,065
Closed -$250K – 215
2017
Q1 		$250K Buy
+9,065
New +$253K 0.02% 186

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AA
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TCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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

Aspiriant LLC's EPD Position: Q4 2020 in Review

Aspiriant LLC sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 186,000 shares — an estimated $2.94M sold.

Aspiriant LLC first reported a position in EPD in Q1 2017 and held it in 4 quarters. The position peaked at $2.94M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

  • Aspiriant LLC reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
  • Aspiriant LLC sold 186,000 Enterprise Products Partners shares in Q4 2020, an estimated $2.94M.
  • Aspiriant LLC first reported a position in Enterprise Products Partners in Q1 2017 and held it in 4 quarters.
  • Aspiriant LLC's Enterprise Products Partners position peaked at $2.94M in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Aspiriant LLC's 13F filing for Q4 2020, filed 1 Feb 2021.