Great Point Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Great Point Wealth Advisors’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 Q4	–	Sell	-14,829	Closed	-$269K	–	49
2020 Q3	$269K	Hold	14,829	–	–	0.14%	40
2020 Q2	$269K	Hold	14,829	–	–	0.14%	40
2020 Q1	$212K	Sell	14,829 -10,795	-42%	-$251K	0.18%	39
2019 Q4	$721K	Hold	25,624	–	–	0.45%	23
2019 Q3	$732K	Hold	25,624	–	–	0.5%	22
2019 Q2	$739K	Sell	25,624 -12,877	-33%	-$371K	0.6%	22
2019 Q1	$1.12M	Hold	38,501	–	–	0.95%	21
2018 Q4	$946K	Buy	+38,501	New	+$1.03M	0.9%	21

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Great Point Wealth Advisors's EPD Position: Q4 2020 in Review

Great Point Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 14,829 shares — an estimated $269K sold.

Great Point Wealth Advisors first reported a position in EPD in Q4 2018 and held it in 8 quarters. The position peaked at $1.12M in Q1 2019. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

Great Point Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
Great Point Wealth Advisors sold 14,829 Enterprise Products Partners shares in Q4 2020, an estimated $269K.
Great Point Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2018 and held it in 8 quarters.
Great Point Wealth Advisors's Enterprise Products Partners position peaked at $1.12M in Q1 2019.
1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Great Point Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.