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Bel Air Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Bel Air Investment Advisors’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
-17,510
Closed -$386K – 423
2021
Q1 		$386K Buy
+17,510
New +$385K 0.01% 289
2013
Q3 		$4.2M Hold
137,656
– – 0.59% 31
2013
Q2 		$4.28M Buy
+137,656
New +$4.17M 0.63% 32

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Morgan Stanley
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Bel Air Investment Advisors's EPD Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 17,510 shares — an estimated $386K sold.

Bel Air Investment Advisors first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $4.28M in Q2 2013. 1,071 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 17,510 Enterprise Products Partners shares in Q2 2021, an estimated $386K.
  • Bel Air Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Bel Air Investment Advisors's Enterprise Products Partners position peaked at $4.28M in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.