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Blue Chip Partners’s Enterprise Products Partners EPD Stock Holding History

Blue Chip Partners’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
-43,950
Closed -$1.24M – 141
2019
Q4 		$1.24M Buy
43,950
+323
+0.7% +$8.75K 0.24% 62
2019
Q3 		$1.25M Buy
43,627
+671
+2% +$19.5K 0.26% 60
2019
Q2 		$1.24M Buy
42,956
+539
+1% +$15.5K 0.28% 60
2019
Q1 		$1.23M Buy
42,417
+2,699
+7% +$75.4K 0.29% 60
2018
Q4 		$977K Sell
39,718
-5,565
-12% -$149K 0.25% 67
2018
Q3 		$1.3M Buy
45,283
+825
+2% +$23.8K 0.32% 57
2018
Q2 		$1.23M Buy
44,458
+1,628
+4% +$44.5K 0.33% 58
2018
Q1 		$1.05M Buy
42,830
+1,748
+4% +$46.5K 0.29% 68
2017
Q4 		$1.09M Buy
41,082
+3,229
+9% +$81.8K 0.32% 68
2017
Q3 		$987K Buy
37,853
+957
+3% +$25.3K 0.32% 68
2017
Q2 		$999K Buy
36,896
+3,879
+12% +$105K 0.35% 68
2017
Q1 		$912K Buy
33,017
+1,703
+5% +$47.6K 0.35% 66
2016
Q4 		$847K Sell
31,314
-558
-2% -$14.5K 0.33% 68
2016
Q3 		$881K Sell
31,872
-1,509
-5% -$41.7K 0.39% 57
2016
Q2 		$977K Buy
33,381
+3,384
+11% +$90.8K 0.44% 55
2016
Q1 		$739K Buy
29,997
+9,585
+47% +$223K 0.36% 56
2015
Q4 		$522K Sell
20,412
-3,482
-15% -$90.5K 0.27% 64
2015
Q3 		$595K Sell
23,894
-9,668
-29% -$268K 0.38% 65
2015
Q2 		$1M Buy
33,562
+74
+0.2% +$2.42K 0.64% 51
2015
Q1 		$1.1M Sell
33,488
-1,827
-5% -$61.2K 0.75% 47
2014
Q4 		$1.28M Buy
+35,315
New +$1.31M 0.89% 40

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

Blue Chip Partners's EPD Position: Q1 2020 in Review

Blue Chip Partners sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 43,950 shares — an estimated $1.24M sold.

Blue Chip Partners first reported a position in EPD in Q4 2014 and held it in 21 quarters. The position peaked at $1.3M in Q3 2018. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Blue Chip Partners reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Blue Chip Partners sold 43,950 Enterprise Products Partners shares in Q1 2020, an estimated $1.24M.
  • Blue Chip Partners first reported a position in Enterprise Products Partners in Q4 2014 and held it in 21 quarters.
  • Blue Chip Partners's Enterprise Products Partners position peaked at $1.3M in Q3 2018.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.