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Boston Financial Management’s Enterprise Products Partners EPD Stock Holding History

Boston Financial 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
Q3 		– Sell
-9,135
Closed -$166K – 252
2020
Q2 		$166K Hold
9,135
– – 0.01% 246
2020
Q1 		$131K Sell
9,135
-415
-4% -$9.64K 0.01% 254
2019
Q4 		$269K Hold
9,550
– – 0.01% 217
2019
Q3 		$273K Sell
9,550
-11,990
-56% -$349K 0.02% 225
2019
Q2 		$622K Hold
21,540
– – 0.04% 162
2019
Q1 		$627K Hold
21,540
– – 0.04% 164
2018
Q4 		$530K Buy
21,540
+11,990
+126% +$321K 0.04% 177
2018
Q3 		$274K Hold
9,550
– – 0.02% 258
2018
Q2 		$264K Hold
9,550
– – 0.02% 235
2018
Q1 		$234K Sell
9,550
-750
-7% -$20K 0.02% 241
2017
Q4 		$273K Buy
10,300
+500
+5% +$12.7K 0.02% 233
2017
Q3 		$255K Hold
9,800
– – 0.02% 237
2017
Q2 		$265K Hold
9,800
– – 0.02% 239
2017
Q1 		$271K Hold
9,800
– – 0.02% 237
2016
Q4 		$265K Sell
9,800
-3,350
-25% -$87.3K 0.02% 242
2016
Q3 		$363K Buy
13,150
+700
+6% +$19.3K 0.03% 213
2016
Q2 		$364K Hold
12,450
– – 0.03% 208
2016
Q1 		$307K Sell
12,450
-2,000
-14% -$46.6K 0.05% 153
2015
Q4 		$370K Sell
14,450
-22,358
-61% -$581K 0.05% 159
2015
Q3 		$917K Sell
36,808
-13,075
-26% -$363K 0.13% 136
2015
Q2 		$1.49M Hold
49,883
– – 0.19% 125
2015
Q1 		$1.64M Buy
49,883
+6,425
+15% +$215K 0.21% 117
2014
Q4 		$1.57M Buy
43,458
+3,880
+10% +$143K 0.2% 121
2014
Q3 		$1.59M Hold
39,578
– – 0.21% 118
2014
Q2 		$1.55M Sell
39,578
-50
-0.1% -$1.84K 0.2% 122
2014
Q1 		$1.37M Buy
39,628
+4,444
+13% +$147K 0.18% 130
2013
Q4 		$1.17M Buy
35,184
+698
+2% +$21.7K 0.16% 136
2013
Q3 		$1.05M Sell
34,486
-792
-2% -$24.2K 0.16% 132
2013
Q2 		$1.1M Buy
+35,278
New +$1.07M 0.17% 129

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Financial Management's EPD Position: Q3 2020 in Review

Boston Financial Management sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 9,135 shares — an estimated $166K sold.

Boston Financial Management first reported a position in EPD in Q2 2013 and held it in 29 quarters. The position peaked at $1.64M in Q1 2015. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Boston Financial Management reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
  • Boston Financial Management sold 9,135 Enterprise Products Partners shares in Q3 2020, an estimated $166K.
  • Boston Financial Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 29 quarters.
  • Boston Financial Management's Enterprise Products Partners position peaked at $1.64M in Q1 2015.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Boston Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.