APC
EPD icon

Asset Planning Corporation’s Enterprise Products Partners EPD Stock Holding History

Asset Planning Corporation’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
-1,984
Closed -$39K – 40
2020
Q4 		$39K Buy
+1,984
New +$36.9K 0.04% 53

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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

Asset Planning Corporation's EPD Position: Q1 2021 in Review

Asset Planning Corporation sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 1,984 shares — an estimated $39K sold.

Asset Planning Corporation first reported a position in EPD in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

  • Asset Planning Corporation reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 1,984 Enterprise Products Partners shares in Q1 2021, an estimated $39K.
  • Asset Planning Corporation first reported a position in Enterprise Products Partners in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Enterprise Products Partners position peaked at $39K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.