Foresight Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Foresight 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 Q1	–	Sell	-8,442	Closed	-$238K	–	109
2019 Q4	$238K	Sell	8,442 -1,417	-14%	-$38.4K	0.15%	84
2019 Q3	$282K	Sell	9,859 -2,390	-20%	-$69.6K	0.2%	78
2019 Q2	$354K	Sell	12,249 -240	-2%	-$6.92K	0.27%	67
2019 Q1	$363K	Sell	12,489 -3,970	-24%	-$111K	0.32%	67
2018 Q4	$405K	Buy	+16,459	New	+$441K	0.43%	56

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

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

Foresight Wealth Management's EPD Position: Q1 2020 in Review

Foresight Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,442 shares — an estimated $238K sold.

Foresight Wealth Management first reported a position in EPD in Q4 2018 and held it in 5 quarters. The position peaked at $405K in Q4 2018. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Foresight Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Foresight Wealth Management sold 8,442 Enterprise Products Partners shares in Q1 2020, an estimated $238K.
Foresight Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 5 quarters.
Foresight Wealth Management's Enterprise Products Partners position peaked at $405K in Q4 2018.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.