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CA Family Wealth’s Enterprise Products Partners EPD Stock Holding History

CA Family 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
-16,420
Closed -$462K – 78
2019
Q4 		$462K Buy
+16,420
New +$445K 0.31% 26

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CA Family Wealth's EPD Position: Q1 2020 in Review

CA Family Wealth sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 16,420 shares — an estimated $462K sold.

CA Family Wealth first reported a position in EPD in Q4 2019 and held it in 1 quarter. The position peaked at $462K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • CA Family Wealth reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 16,420 Enterprise Products Partners shares in Q1 2020, an estimated $462K.
  • CA Family Wealth first reported a position in Enterprise Products Partners in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Enterprise Products Partners position peaked at $462K in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.