FAG
EPD icon

Financial Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Financial Advisory Group’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
Q1 		– Sell
-10,558
Closed -$297K – 69
2019
Q4 		$297K Hold
10,558
– – 0.08% 64
2019
Q3 		$302K Hold
10,558
– – 0.08% 60
2019
Q2 		$318K Hold
10,558
– – 0.08% 59
2019
Q1 		$307K Hold
10,558
– – 0.08% 55
2018
Q4 		$260K Hold
10,558
– – 0.08% 57
2018
Q3 		$303K Hold
10,558
– – 0.08% 52
2018
Q2 		$292K Sell
10,558
-947
-8% -$25.9K 0.08% 54
2018
Q1 		$282K Buy
11,505
+14
+0.1% +$373 0.09% 50
2017
Q4 		$305K Buy
11,491
+67
+0.6% +$1.7K 0.09% 53
2017
Q3 		$298K Buy
11,424
+15
+0.1% +$397 0.1% 53
2017
Q2 		$309K Buy
+11,409
New +$309K 0.1% 50
2017
Q1 		– Sell
-11,382
Closed -$308K – 62
2016
Q4 		$308K Hold
11,382
– – 0.12% 48
2016
Q3 		$314K Sell
11,382
-100
-0.9% -$2.76K 0.13% 45
2016
Q2 		$336K Hold
11,482
– – 0.16% 42
2016
Q1 		$450K Hold
11,482
– – 0.22% 37
2015
Q4 		$294K Hold
11,482
– – 0.14% 43
2015
Q3 		$286K Buy
11,482
+1,155
+11% +$32K 0.14% 37
2015
Q2 		$309K Buy
10,327
+19
+0.2% +$622 0.15% 35
2015
Q1 		$339K Buy
10,308
+18
+0.2% +$603 0.16% 33
2014
Q4 		$372K Buy
10,290
+16
+0.2% +$592 0.2% 32
2014
Q3 		$414K Buy
10,274
+116
+1% +$4.55K 0.23% 30
2014
Q2 		$398K Sell
10,158
-4,986
-33% -$184K 0.23% 37
2014
Q1 		$525K Buy
15,144
+18
+0.1% +$597 0.29% 26
2013
Q4 		$501K Buy
15,126
+618
+4% +$19.3K 0.29% 27
2013
Q3 		$443K Hold
14,508
– – 0.28% 26
2013
Q2 		$451K Buy
+14,508
New +$440K 0.29% 25

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Financial Advisory Group's EPD Position: Q1 2020 in Review

Financial Advisory Group sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 10,558 shares — an estimated $297K sold.

Financial Advisory Group first reported a position in EPD in Q2 2013 and held it in 26 quarters. The position peaked at $525K in Q1 2014. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Financial Advisory Group reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Financial Advisory Group sold 10,558 Enterprise Products Partners shares in Q1 2020, an estimated $297K.
  • Financial Advisory Group first reported a position in Enterprise Products Partners in Q2 2013 and held it in 26 quarters.
  • Financial Advisory Group's Enterprise Products Partners position peaked at $525K in Q1 2014.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Financial Advisory Group's 13F filing for Q1 2020, filed 13 May 2020.