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Kelly Financial Services’s Enterprise Products Partners EPD Stock Holding History

Kelly Financial Services’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
-80
Closed -$1.45K – 597
2020
Q2 		$1.45K Buy
80
+2
+3% +$36 ﹤0.01% 468
2020
Q1 		$1.11K Buy
78
+2
+3% +$46 ﹤0.01% 444
2019
Q4 		$2.15K Buy
76
+1
+1% +$27 ﹤0.01% 405
2019
Q3 		$2.14K Buy
+75
New +$2.18K ﹤0.01% 390

Other funds holding EPD

Blackstone Inc
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Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kelly Financial Services's EPD Position: Q3 2020 in Review

Kelly Financial Services sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 80 shares — an estimated $1.45K sold.

Kelly Financial Services first reported a position in EPD in Q3 2019 and held it in 4 quarters. The position peaked at $2.15K in Q4 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Kelly Financial Services reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
  • Kelly Financial Services sold 80 Enterprise Products Partners shares in Q3 2020, an estimated $1.45K.
  • Kelly Financial Services first reported a position in Enterprise Products Partners in Q3 2019 and held it in 4 quarters.
  • Kelly Financial Services's Enterprise Products Partners position peaked at $2.15K in Q4 2019.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.