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

Concentrum 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
Q1 		– Sell
-13,000
Closed -$366K – 36
2019
Q4 		$366K Buy
+13,000
New +$352K 0.41% 24

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Concentrum Wealth Management's EPD Position: Q1 2020 in Review

Concentrum Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 13,000 shares — an estimated $366K sold.

Concentrum Wealth Management first reported a position in EPD in Q4 2019 and held it in 1 quarter. The position peaked at $366K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Concentrum Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 13,000 Enterprise Products Partners shares in Q1 2020, an estimated $366K.
  • Concentrum Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 1 quarter.
  • Concentrum Wealth Management's Enterprise Products Partners position peaked at $366K in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Concentrum Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.