Keebeck Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Keebeck Wealth Management’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	–	Sell	-51,800	Closed	-$1.14M	–	242
2021 Q1	$1.14M	Hold	51,800	–	–	0.18%	100
2020 Q4	$1.01M	Buy	51,800 +1,800	+4%	+$33.5K	0.18%	93
2020 Q3	$789K	Hold	50,000	–	–	0.16%	97
2020 Q2	$908K	Hold	50,000	–	–	0.29%	70
2020 Q1	$715K	Buy	+50,000	New	+$1.16M	0.3%	70

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

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

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

TCA

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Keebeck Wealth Management's EPD Position: Q2 2021 in Review

Keebeck Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 51,800 shares — an estimated $1.14M sold.

Keebeck Wealth Management first reported a position in EPD in Q1 2020 and held it in 5 quarters. The position peaked at $1.14M in Q1 2021. 1,070 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

Keebeck Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
Keebeck Wealth Management sold 51,800 Enterprise Products Partners shares in Q2 2021, an estimated $1.14M.
Keebeck Wealth Management first reported a position in Enterprise Products Partners in Q1 2020 and held it in 5 quarters.
Keebeck Wealth Management's Enterprise Products Partners position peaked at $1.14M in Q1 2021.
1,070 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on Keebeck Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.