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

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

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

TCA

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

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

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

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ferguson Wellman Capital Management's EPD Position: Q1 2021 in Review

Ferguson Wellman Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 11,800 shares — an estimated $231K sold.

Ferguson Wellman Capital Management first reported a position in EPD in Q2 2014 and held it in 8 quarters. The position peaked at $388K in Q2 2020. 1,030 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

Ferguson Wellman Capital Management reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
Ferguson Wellman Capital Management sold 11,800 Enterprise Products Partners shares in Q1 2021, an estimated $231K.
Ferguson Wellman Capital Management first reported a position in Enterprise Products Partners in Q2 2014 and held it in 8 quarters.
Ferguson Wellman Capital Management's Enterprise Products Partners position peaked at $388K in Q2 2020.
1,030 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.