Brandywine Oak Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Brandywine Oak Private Wealth’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	-8,480	Closed	-$238K	–	231
2019 Q4	$238K	Hold	8,480	–	–	0.04%	216
2019 Q3	$242K	Buy	8,480 +930	+12%	+$27.1K	0.05%	199
2019 Q2	$217K	Buy	7,550 +45	+0.6%	+$1.3K	0.04%	207
2019 Q1	$218K	Buy	7,505 +285	+4%	+$7.96K	0.05%	198
2018 Q4	$177K	Buy	+7,220	New	+$193K	0.04%	212

Other funds holding EPD

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 New York $25.6B AUM 26.83% 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

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

Brandywine Oak Private Wealth's EPD Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,480 shares — an estimated $238K sold.

Brandywine Oak Private Wealth first reported a position in EPD in Q4 2018 and held it in 5 quarters. The position peaked at $242K in Q3 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 8,480 Enterprise Products Partners shares in Q1 2020, an estimated $238K.
Brandywine Oak Private Wealth first reported a position in Enterprise Products Partners in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's Enterprise Products Partners position peaked at $242K in Q3 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.