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

EPG 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
Q2 		– Sell
-1,764
Closed -$25K – 325
2020
Q1 		$25K Sell
1,764
-587
-25% -$13.6K 0.02% 370
2019
Q4 		$66K Buy
+2,351
New +$63.7K 0.05% 198

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TCA
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AA
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Morgan Stanley
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's EPD Position: Q2 2020 in Review

EPG Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 1,764 shares — an estimated $25K sold.

EPG Wealth Management first reported a position in EPD in Q4 2019 and held it in 2 quarters. The position peaked at $66K in Q4 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

  • EPG Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,764 Enterprise Products Partners shares in Q2 2020, an estimated $25K.
  • EPG Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Enterprise Products Partners position peaked at $66K in Q4 2019.
  • 974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.