EWP
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Engrave Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Engrave Wealth Partners’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
-780
Closed -$14K – 175
2020
Q2 		$14K Hold
780
– – 0.01% 216
2020
Q1 		$11K Hold
780
– – 0.01% 202
2019
Q4 		$21K Buy
+780
New +$21.1K 0.02% 213

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Engrave Wealth Partners's EPD Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 780 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in EPD in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 780 Enterprise Products Partners shares in Q3 2020, an estimated $14K.
  • Engrave Wealth Partners first reported a position in Enterprise Products Partners in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Enterprise Products Partners position peaked at $21K in Q4 2019.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.