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IberiaBank’s Enterprise Products Partners EPD Stock Holding History

IberiaBank’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
-7,400
Closed -$208K – 217
2019
Q4 		$208K Buy
+7,400
New +$201K 0.02% 221
2017
Q4 		– Sell
-9,164
Closed -$242K – 239
2017
Q3 		$242K Buy
+9,164
New +$242K 0.04% 204
2015
Q3 		– Sell
-7,324
Closed -$219K – 170
2015
Q2 		$219K Sell
7,324
-1,311
-15% -$42.9K 0.1% 168
2015
Q1 		$284K Sell
8,635
-589
-6% -$19.7K 0.13% 141
2014
Q4 		$333K Sell
9,224
-3,214
-26% -$119K 0.18% 111
2014
Q3 		$501K Sell
12,438
-7,500
-38% -$294K 0.28% 81
2014
Q2 		$780K Sell
19,938
-2,066
-9% -$76.2K 0.44% 66
2014
Q1 		$763K Buy
22,004
+10,620
+93% +$352K 0.47% 65
2013
Q4 		$377K Sell
11,384
-9,742
-46% -$304K 0.25% 94
2013
Q3 		$645K Sell
21,126
-1,400
-6% -$42.8K 0.42% 67
2013
Q2 		$700K Buy
+22,526
New +$682K 0.53% 63

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 23.41% 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

IberiaBank's EPD Position: Q1 2020 in Review

IberiaBank sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,400 shares — an estimated $208K sold.

IberiaBank first reported a position in EPD in Q2 2013 and held it in 11 quarters. The position peaked at $780K in Q2 2014. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • IberiaBank reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • IberiaBank sold 7,400 Enterprise Products Partners shares in Q1 2020, an estimated $208K.
  • IberiaBank first reported a position in Enterprise Products Partners in Q2 2013 and held it in 11 quarters.
  • IberiaBank's Enterprise Products Partners position peaked at $780K in Q2 2014.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.