Atlas Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-1,325	Closed	-$29K	–	189
2021 Q1	$29K	Sell	1,325 -678	-34%	-$14.9K	0.02%	231
2020 Q4	$39K	Sell	2,003 -5,952	-75%	-$111K	0.03%	212
2020 Q3	$126K	Sell	7,955 -156	-2%	-$2.73K	0.1%	133
2020 Q2	$147K	Buy	8,111 +19	+0.2%	+$340	0.12%	125
2020 Q1	$116K	Sell	8,092 -70	-0.9%	-$1.63K	0.11%	135
2019 Q4	$230K	Buy	+8,162	New	+$221K	0.18%	115

Other funds holding EPD

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Atlas Private Wealth Management's EPD Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 1,325 shares — an estimated $29K sold.

Atlas Private Wealth Management first reported a position in EPD in Q4 2019 and held it in 6 quarters. The position peaked at $230K in Q4 2019. 1,070 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

Atlas Private Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,325 Enterprise Products Partners shares in Q2 2021, an estimated $29K.
Atlas Private Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Enterprise Products Partners position peaked at $230K in Q4 2019.
1,070 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.