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Hoover Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Hoover Financial 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
2021
Q2 		$39K Buy
+1,596
New +$37.8K 0.01% 311
2020
Q3 		– Sell
-1,296
Closed -$24K – 279
2020
Q2 		$24K Buy
+1,296
New +$23.2K 0.01% 260

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AA
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
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Neuberger Berman Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Hoover Financial Advisors's EPD Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2021: 1,596 shares worth $39K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in EPD as recently as Q2 2020.

Hoover Financial Advisors first reported a position in EPD in Q2 2020 and has held it in 2 quarters since. 1,070 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

  • Hoover Financial Advisors held 1,596 shares of Enterprise Products Partners worth $39K as of Q2 2021.
  • Enterprise Products Partners was a new Hoover Financial Advisors position in Q2 2021.
  • Enterprise Products Partners made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #311 holding.
  • Hoover Financial Advisors first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 2 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.