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Capital Directions Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Capital Directions Investment 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
2020
Q3 		– Sell
-3,720
Closed -$68K – 200
2020
Q2 		$68K Hold
3,720
– – 0.03% 93
2020
Q1 		$53K Hold
3,720
– – 0.02% 102
2019
Q4 		$105K Hold
3,720
– – 0.03% 87
2019
Q3 		$106K Buy
+3,720
New +$108K 0.04% 83

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TCA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Directions Investment Advisors's EPD Position: Q3 2020 in Review

Capital Directions Investment Advisors sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 3,720 shares — an estimated $68K sold.

Capital Directions Investment Advisors first reported a position in EPD in Q3 2019 and held it in 4 quarters. The position peaked at $106K in Q3 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Capital Directions Investment Advisors reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 3,720 Enterprise Products Partners shares in Q3 2020, an estimated $68K.
  • Capital Directions Investment Advisors first reported a position in Enterprise Products Partners in Q3 2019 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Enterprise Products Partners position peaked at $106K in Q3 2019.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.