Ironwood Financial’s Enterprise Products Partners EPD Stock Holding History

Ironwood Financial’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 Q3	–	Sell	-100	Closed	-$2K	–	437
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	357
2020 Q1	$1K	Buy	+100	New	+$2.32K	﹤0.01%	335
2018 Q4	–	Sell	-1,500	Closed	-$43K	–	370
2018 Q3	$43K	Buy	+1,500	New	+$43.3K	0.02%	122
2015 Q3	$8K	Hold	334	–	–	﹤0.01%	221
2015 Q2	$10K	Hold	334	–	–	﹤0.01%	201
2015 Q1	$11K	Buy	+334	New	+$11.2K	0.01%	201

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

TCA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

EIP

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

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

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

Ironwood Financial's EPD Position: Q3 2020 in Review

Ironwood Financial sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Ironwood Financial first reported a position in EPD in Q1 2015 and held it in 6 quarters. The position peaked at $43K in Q3 2018. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

Ironwood Financial reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
Ironwood Financial sold 100 Enterprise Products Partners shares in Q3 2020, an estimated $2K.
Ironwood Financial first reported a position in Enterprise Products Partners in Q1 2015 and held it in 6 quarters.
Ironwood Financial's Enterprise Products Partners position peaked at $43K in Q3 2018.
960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Ironwood Financial's 13F filing for Q3 2020, filed 3 Nov 2020.