Berman Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Berman Capital 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 Q3	$96K	Hold	4,490	–	–	0.02%	452
2021 Q2	$108K	Hold	4,490	–	–	0.02%	361
2021 Q1	$98K	Sell	4,490 -1,640	-27%	-$36.1K	0.02%	314
2020 Q4	$119K	Buy	6,130 +140	+2%	+$2.61K	0.03%	226
2020 Q3	$94K	Sell	5,990 -9,750	-62%	-$171K	0.03%	234
2020 Q2	$285K	Sell	15,740 -5,873	-27%	-$105K	0.07%	99
2020 Q1	$308K	Sell	21,613 -4,576	-17%	-$106K	0.1%	84
2019 Q4	$737K	Sell	26,189 -1,338	-5%	-$36.3K	0.21%	55
2019 Q3	$786K	Hold	27,527	–	–	0.25%	43
2019 Q2	$793K	Buy	27,527 +1,612	+6%	+$46.5K	0.25%	44
2019 Q1	$753K	Sell	25,915 -40	-0.2%	-$1.12K	0.25%	46
2018 Q4	$637K	Sell	25,955 -1,620	-6%	-$43.4K	0.25%	44
2018 Q3	$792K	Sell	27,575 -928	-3%	-$26.8K	0.33%	40
2018 Q2	$790K	Sell	28,503 -372	-1%	-$10.2K	0.27%	47
2018 Q1	$706K	Buy	28,875 +4,601	+19%	+$123K	0.27%	47
2017 Q4	$644K	Buy	+24,274	New	+$615K	0.21%	49

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

TCA

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Berman Capital Advisors's EPD Position: Q3 2021 in Review

Berman Capital Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2021 at 4,490 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #452.

Berman Capital Advisors first reported a position in EPD in Q4 2017 and has held it in 16 quarters since. The position peaked at $793K in Q2 2019. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

Berman Capital Advisors held 4,490 shares of Enterprise Products Partners worth $96K as of Q3 2021.
Berman Capital Advisors left its Enterprise Products Partners share count unchanged in Q3 2021.
Enterprise Products Partners made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #452 holding.
Berman Capital Advisors first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's Enterprise Products Partners position peaked at $793K in Q2 2019.
1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.