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Ferguson Wellman Capital Management’s Enterprise Products Partners EPD Stock Holding History

Ferguson Wellman Capital 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
2021
Q1 		– Sell
-11,800
Closed -$231K – 350
2020
Q4 		$231K Sell
11,800
-6,441
-35% -$120K 0.01% 347
2020
Q3 		$288K Sell
18,241
-3,090
-14% -$54.1K 0.01% 306
2020
Q2 		$388K Sell
21,331
-1,410
-6% -$25.2K 0.01% 273
2020
Q1 		$325K Buy
+22,741
New +$528K 0.01% 265
2015
Q3 		– Sell
-9,128
Closed -$273K – 314
2015
Q2 		$273K Buy
+9,128
New +$299K 0.01% 291
2015
Q1 		– Sell
-5,543
Closed -$200K – 325
2014
Q4 		$200K Hold
5,543
– – 0.01% 320
2014
Q3 		$223K Sell
5,543
-1
-0% -$39 0.01% 302
2014
Q2 		$217K Buy
+5,544
New +$205K 0.01% 308

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