Global Financial Private Capital’s Enterprise Products Partners EPD Stock Holding History

Global Financial Private Capital’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 Q2	$20K	Hold	1,078	–	–	﹤0.01%	288
2020 Q1	$15K	Hold	1,078	–	–	﹤0.01%	291
2019 Q4	$30K	Hold	1,078	–	–	﹤0.01%	307
2019 Q3	$31K	Hold	1,078	–	–	﹤0.01%	288
2019 Q2	$31K	Buy	+1,078	New	+$31.1K	﹤0.01%	325
2018 Q3	–	Sell	-8,768	Closed	-$243K	–	530
2018 Q2	$243K	Sell	8,768 -3,701	-30%	-$101K	0.01%	482
2018 Q1	$305K	Sell	12,469 -256	-2%	-$6.82K	0.01%	441
2017 Q4	$337K	Sell	12,725 -282	-2%	-$7.14K	0.01%	416
2017 Q3	$339K	Buy	+13,007	New	+$344K	0.01%	390

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Capital's EPD Position: Q2 2020 in Review

Global Financial Private Capital held its Enterprise Products Partners (EPD) position steady in Q2 2020 at 1,078 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Global Financial Private Capital first reported a position in EPD in Q3 2017 and has held it in 9 quarters since. The position peaked at $339K in Q3 2017. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Global Financial Private Capital held 1,078 shares of Enterprise Products Partners worth $20K as of Q2 2020.
Global Financial Private Capital left its Enterprise Products Partners share count unchanged in Q2 2020.
Enterprise Products Partners made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #288 holding.
Global Financial Private Capital first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 9 quarters since.
Global Financial Private Capital's Enterprise Products Partners position peaked at $339K in Q3 2017.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.