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 $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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. 1,006 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.
1,006 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.