DWM
EPD icon

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

Destination 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
-8,969
Closed -$253K – 165
2019
Q4 		$253K Sell
8,969
-1,539
-15% -$41.7K 0.01% 142
2019
Q3 		$300K Buy
10,508
+136
+1% +$3.96K 0.02% 125
2019
Q2 		$299K Sell
10,372
-3,507
-25% -$101K 0.02% 121
2019
Q1 		$404K Buy
13,879
+3,605
+35% +$101K 0.02% 117
2018
Q4 		$253K Buy
10,274
+297
+3% +$7.95K 0.02% 131
2018
Q3 		$287K Sell
9,977
-481
-5% -$13.9K 0.02% 134
2018
Q2 		$289K Buy
10,458
+726
+7% +$19.9K 0.02% 124
2018
Q1 		$238K Buy
9,732
+126
+1% +$3.35K 0.01% 138
2017
Q4 		$255K Sell
9,606
-2,468
-20% -$62.5K 0.02% 141
2017
Q3 		$315K Sell
12,074
-11,927
-50% -$315K 0.02% 132
2017
Q2 		$650K Buy
24,001
+115
+0.5% +$3.12K 0.04% 102
2017
Q1 		$659K Buy
23,886
+4,898
+26% +$137K 0.05% 101
2016
Q4 		$513K Buy
18,988
+3,168
+20% +$82.5K 0.04% 110
2016
Q3 		$437K Buy
+15,820
New +$437K 0.03% 115
2015
Q3 		– Sell
-9,494
Closed -$284K – 146
2015
Q2 		$284K Buy
+9,494
New +$311K 0.02% 204

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Destination Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,969 shares — an estimated $253K sold.

Destination Wealth Management first reported a position in EPD in Q2 2015 and held it in 15 quarters. The position peaked at $659K in Q1 2017. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Destination Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Destination Wealth Management sold 8,969 Enterprise Products Partners shares in Q1 2020, an estimated $253K.
  • Destination Wealth Management first reported a position in Enterprise Products Partners in Q2 2015 and held it in 15 quarters.
  • Destination Wealth Management's Enterprise Products Partners position peaked at $659K in Q1 2017.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

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