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BCWM LLC’s Enterprise Products Partners EPD Stock Holding History

BCWM 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
Q1 		– Sell
-7,110
Closed -$200K – 71
2019
Q4 		$200K Sell
7,110
-590
-8% -$16K 0.07% 66
2019
Q3 		$220K Hold
7,700
– – 0.09% 64
2019
Q2 		$222K Hold
7,700
– – 0.09% 67
2019
Q1 		$224K Buy
+7,700
New +$215K 0.1% 65
2018
Q4 		– Sell
-7,700
Closed -$221K – 74
2018
Q3 		$221K Hold
7,700
– – 0.09% 66
2018
Q2 		$213K Buy
+7,700
New +$211K 0.09% 71
2017
Q4 		– Sell
-7,949
Closed -$207K – 68
2017
Q3 		$207K Buy
7,949
+283
+4% +$7.48K 0.09% 68
2017
Q2 		$208K Buy
7,666
+300
+4% +$8.13K 0.09% 69
2017
Q1 		$203K Buy
+7,366
New +$206K 0.09% 70

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

BCWM LLC's EPD Position: Q1 2020 in Review

BCWM LLC sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,110 shares — an estimated $200K sold.

BCWM LLC first reported a position in EPD in Q1 2017 and held it in 9 quarters. The position peaked at $224K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • BCWM LLC reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • BCWM LLC sold 7,110 Enterprise Products Partners shares in Q1 2020, an estimated $200K.
  • BCWM LLC first reported a position in Enterprise Products Partners in Q1 2017 and held it in 9 quarters.
  • BCWM LLC's Enterprise Products Partners position peaked at $224K in Q1 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on BCWM LLC's 13F filing for Q1 2020, filed 15 May 2020.