Burt Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-3,260	Closed	-$64K	–	171
2020 Q4	$64K	Hold	3,260	–	–	0.02%	162
2020 Q3	$51K	Hold	3,260	–	–	0.02%	173
2020 Q2	$59K	Hold	3,260	–	–	0.02%	167
2020 Q1	$47K	Sell	3,260 -49	-1%	-$1.14K	0.02%	168
2019 Q4	$93K	Hold	3,309	–	–	0.04%	131
2019 Q3	$95K	Sell	3,309 -49	-1%	-$1.43K	0.04%	128
2019 Q2	$97K	Hold	3,358	–	–	0.04%	125
2019 Q1	$98K	Hold	3,358	–	–	0.04%	123
2018 Q4	$83K	Buy	3,358 +98	+3%	+$2.62K	0.04%	136
2018 Q3	$94K	Hold	3,260	–	–	0.04%	142
2018 Q2	$90K	Hold	3,260	–	–	0.04%	137
2018 Q1	$80K	Hold	3,260	–	–	0.04%	142
2017 Q4	$86K	Hold	3,260	–	–	0.05%	136
2017 Q3	$85K	Hold	3,260	–	–	0.06%	136
2017 Q2	$88K	Hold	3,260	–	–	0.06%	128
2017 Q1	$90K	Hold	3,260	–	–	0.06%	118
2016 Q4	$88K	Hold	3,260	–	–	0.08%	125
2016 Q3	$90K	Hold	3,260	–	–	0.1%	110
2016 Q2	$95K	Sell	3,260 -165	-5%	-$4.43K	0.11%	102
2016 Q1	$84K	Buy	+3,425	New	+$79.7K	0.08%	123
2015 Q4	–	Sell	-2,996	Closed	-$74K	–	531
2015 Q3	$74K	Buy	2,996 +496	+20%	+$13.8K	0.09%	110
2015 Q2	$74K	Hold	2,500	–	–	0.08%	121
2015 Q1	$82K	Hold	2,500	–	–	0.08%	108
2014 Q4	$91K	Buy	+2,500	New	+$92.4K	0.1%	104

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Burt Wealth Advisors's EPD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 3,260 shares — an estimated $64K sold.

Burt Wealth Advisors first reported a position in EPD in Q4 2014 and held it in 24 quarters. The position peaked at $98K in Q1 2019. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

Burt Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 3,260 Enterprise Products Partners shares in Q1 2021, an estimated $64K.
Burt Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Enterprise Products Partners position peaked at $98K in Q1 2019.
1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.