Brand Asset Management Group’s Enterprise Products Partners EPD Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-3,662	Closed	-$52K	–	252
2020 Q1	$52K	Sell	3,662 -1,298	-26%	-$30.1K	0.04%	106
2019 Q4	$140K	Hold	4,960	–	–	0.09%	79
2019 Q3	$142K	Hold	4,960	–	–	0.09%	76
2019 Q2	$143K	Hold	4,960	–	–	0.09%	73
2019 Q1	$144K	Hold	4,960	–	–	0.1%	69
2018 Q4	$122K	Hold	4,960	–	–	0.1%	71
2018 Q3	$143K	Hold	4,960	–	–	0.11%	71
2018 Q2	$137K	Buy	+4,960	New	+$136K	0.1%	75

Other funds holding EPD

Blackstone Inc New York $39B AUM 18.55% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brand Asset Management Group's EPD Position: Q2 2020 in Review

Brand Asset Management Group sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 3,662 shares — an estimated $52K sold.

Brand Asset Management Group first reported a position in EPD in Q2 2018 and held it in 8 quarters. The position peaked at $144K in Q1 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Brand Asset Management Group reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
Brand Asset Management Group sold 3,662 Enterprise Products Partners shares in Q2 2020, an estimated $52K.
Brand Asset Management Group first reported a position in Enterprise Products Partners in Q2 2018 and held it in 8 quarters.
Brand Asset Management Group's Enterprise Products Partners position peaked at $144K in Q1 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Brand Asset Management Group's 13F filing for Q2 2020, filed 21 Jul 2020.