Capital Square’s Enterprise Products Partners EPD Stock Holding History

Capital Square’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 Q2	–	Sell	-3,939	Closed	-$56K	–	180
2020 Q1	$56K	Buy	+3,939	New	+$91.5K	0.07%	189

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Square's EPD Position: Q2 2020 in Review

Capital Square sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 3,939 shares — an estimated $56K sold.

Capital Square first reported a position in EPD in Q1 2020 and held it in 1 quarter. The position peaked at $56K in Q1 2020. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Capital Square reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
Capital Square sold 3,939 Enterprise Products Partners shares in Q2 2020, an estimated $56K.
Capital Square first reported a position in Enterprise Products Partners in Q1 2020 and held it in 1 quarter.
Capital Square's Enterprise Products Partners position peaked at $56K in Q1 2020.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.