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

Blue Chip Wealth Management’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	-8,452	Closed	-$238K	–	95
2019 Q4	$238K	Sell	8,452 -1,100	-12%	-$29.8K	0.22%	94
2019 Q3	$273K	Hold	9,552	–	–	0.28%	77
2019 Q2	$276K	Hold	9,552	–	–	0.29%	77
2019 Q1	$278K	Sell	9,552 -502	-5%	-$14K	0.32%	75
2018 Q4	$247K	Sell	10,054 -496	-5%	-$13.3K	0.32%	76
2018 Q3	$303K	Hold	10,550	–	–	0.31%	78
2018 Q2	$292K	Hold	10,550	–	–	0.32%	80
2018 Q1	$258K	Buy	+10,550	New	+$281K	0.26%	85

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Blue Chip Wealth Management's EPD Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,452 shares — an estimated $238K sold.

Blue Chip Wealth Management first reported a position in EPD in Q1 2018 and held it in 8 quarters. The position peaked at $303K in Q3 2018. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Blue Chip Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 8,452 Enterprise Products Partners shares in Q1 2020, an estimated $238K.
Blue Chip Wealth Management first reported a position in Enterprise Products Partners in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's Enterprise Products Partners position peaked at $303K in Q3 2018.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

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