Essex Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Essex Private 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 Q4	–	Sell	-14,033	Closed	-$221K	–	68
2020 Q3	$221K	Hold	14,033	–	–	0.23%	56
2020 Q2	$254K	Hold	14,033	–	–	0.29%	49
2020 Q1	$200K	Hold	14,033	–	–	0.26%	53
2019 Q4	$395K	Buy	+14,033	New	+$380K	0.4%	44

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Essex Private Wealth Management's EPD Position: Q4 2020 in Review

Essex Private Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 14,033 shares — an estimated $221K sold.

Essex Private Wealth Management first reported a position in EPD in Q4 2019 and held it in 4 quarters. The position peaked at $395K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

Essex Private Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
Essex Private Wealth Management sold 14,033 Enterprise Products Partners shares in Q4 2020, an estimated $221K.
Essex Private Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 4 quarters.
Essex Private Wealth Management's Enterprise Products Partners position peaked at $395K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Essex Private Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.