Iowa State Bank’s Enterprise Products Partners EPD Stock Holding History

Iowa State Bank’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	-10,513	Closed	-$296K	–	126
2019 Q4	$296K	Hold	10,513	–	–	0.11%	116
2019 Q3	$300K	Hold	10,513	–	–	0.11%	115
2019 Q2	$304K	Hold	10,513	–	–	0.14%	93
2019 Q1	$306K	Hold	10,513	–	–	0.14%	91
2018 Q4	$259K	Hold	10,513	–	–	0.13%	90
2018 Q3	$302K	Hold	10,513	–	–	0.13%	90
2018 Q2	$291K	Hold	10,513	–	–	0.14%	88
2018 Q1	$257K	Hold	10,513	–	–	0.13%	89
2017 Q4	$279K	Buy	10,513 +1,769	+20%	+$44.8K	0.13%	87
2017 Q3	$228K	Hold	8,744	–	–	0.11%	90
2017 Q2	$237K	Buy	+8,744	New	+$237K	0.11%	87

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 21.71% 1-Year Est. Return

EIP

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

Blackstone Inc New York $25.6B AUM 26.83% 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

Iowa State Bank's EPD Position: Q1 2020 in Review

Iowa State Bank sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 10,513 shares — an estimated $296K sold.

Iowa State Bank first reported a position in EPD in Q2 2017 and held it in 11 quarters. The position peaked at $306K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Iowa State Bank reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Iowa State Bank sold 10,513 Enterprise Products Partners shares in Q1 2020, an estimated $296K.
Iowa State Bank first reported a position in Enterprise Products Partners in Q2 2017 and held it in 11 quarters.
Iowa State Bank's Enterprise Products Partners position peaked at $306K in Q1 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.