Campbell Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Campbell Wealth 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	-2,976	Closed	-$54K	–	145
2020 Q2	$54K	Buy	+2,976	New	+$53.2K	0.01%	143
2020 Q1	–	Sell	-10,420	Closed	-$293K	–	55
2019 Q4	$293K	Hold	10,420	–	–	0.06%	49
2019 Q3	$298K	Hold	10,420	–	–	0.07%	43
2019 Q2	$301K	Hold	10,420	–	–	0.07%	41
2019 Q1	$303K	Hold	10,420	–	–	0.08%	36
2018 Q4	$256K	Buy	+10,420	New	+$279K	0.08%	37

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Campbell Wealth Management's EPD Position: Q3 2020 in Review

Campbell Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 2,976 shares — an estimated $54K sold.

Campbell Wealth Management first reported a position in EPD in Q4 2018 and held it in 6 quarters. The position peaked at $303K in Q1 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

Campbell Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 2,976 Enterprise Products Partners shares in Q3 2020, an estimated $54K.
Campbell Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 6 quarters.
Campbell Wealth Management's Enterprise Products Partners position peaked at $303K in Q1 2019.
960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.