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Bank of the West’s Enterprise Products Partners EPD Stock Holding History

Bank of the West’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
-8,157
Closed -$230K – 259
2019
Q4 		$230K Hold
8,157
– – 0.03% 252
2019
Q3 		$233K Sell
8,157
-1,653
-17% -$48.1K 0.03% 248
2019
Q2 		$283K Hold
9,810
– – 0.03% 241
2019
Q1 		$285K Sell
9,810
-400
-4% -$11.2K 0.03% 246
2018
Q4 		$251K Buy
10,210
+400
+4% +$10.7K 0.03% 258
2018
Q3 		$282K Hold
9,810
– – 0.03% 261
2018
Q2 		$271K Buy
+9,810
New +$268K 0.03% 266
2018
Q1 		– Sell
-8,095
Closed -$215K – 303
2017
Q4 		$215K Buy
+8,095
New +$205K 0.03% 280
2017
Q3 		– Sell
-9,543
Closed -$259K – 295
2017
Q2 		$259K Hold
9,543
– – 0.03% 263
2017
Q1 		$263K Sell
9,543
-197
-2% -$5.5K 0.03% 265
2016
Q4 		$264K Buy
+9,740
New +$254K 0.04% 262
2016
Q3 		– Sell
-13,039
Closed -$382K – 298
2016
Q2 		$382K Hold
13,039
– – 0.05% 228
2016
Q1 		$321K Sell
13,039
-1,460
-10% -$34K 0.04% 231
2015
Q4 		$371K Buy
+14,499
New +$377K 0.05% 224
2015
Q3 		– Sell
-9,860
Closed -$295K – 281
2015
Q2 		$295K Sell
9,860
-500
-5% -$16.4K 0.04% 250
2015
Q1 		$341K Buy
10,360
+390
+4% +$13.1K 0.05% 232
2014
Q4 		$360K Sell
9,970
-338
-3% -$12.5K 0.05% 235
2014
Q3 		$415K Buy
10,308
+580
+6% +$22.8K 0.07% 192
2014
Q2 		$381K Sell
9,728
-11,980
-55% -$442K 0.06% 197
2014
Q1 		$753K Sell
21,708
-1,590
-7% -$52.7K 0.12% 143
2013
Q4 		$772K Hold
23,298
– – 0.12% 149
2013
Q3 		$711K Buy
23,298
+8,480
+57% +$259K 0.13% 136
2013
Q2 		$460K Buy
+14,818
New +$449K 0.09% 155

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AA
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of the West's EPD Position: Q1 2020 in Review

Bank of the West sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,157 shares — an estimated $230K sold.

Bank of the West first reported a position in EPD in Q2 2013 and held it in 23 quarters. The position peaked at $772K in Q4 2013. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Bank of the West reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Bank of the West sold 8,157 Enterprise Products Partners shares in Q1 2020, an estimated $230K.
  • Bank of the West first reported a position in Enterprise Products Partners in Q2 2013 and held it in 23 quarters.
  • Bank of the West's Enterprise Products Partners position peaked at $772K in Q4 2013.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Bank of the West's 13F filing for Q1 2020, filed 8 May 2020.