Lenox Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lenox Wealth Advisors’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	-500	Closed	-$14K	–	818
2019 Q4	$14K	Sell	500 -3,375	-87%	-$91.5K	﹤0.01%	377
2019 Q3	$111K	Buy	+3,875	New	+$113K	0.02%	107
2015 Q4	–	Sell	-2,922	Closed	-$73K	–	522
2015 Q3	$73K	Buy	+2,922	New	+$81.1K	0.03%	63
2015 Q2	–	Sell	-2,361	Closed	-$78K	–	309
2015 Q1	$78K	Buy	2,361 +25	+1%	+$838	0.03%	59
2014 Q4	$84K	Buy	2,336 +22	+1%	+$813	0.04%	57
2014 Q3	$93K	Buy	+2,314	New	+$90.8K	0.04%	45
2014 Q1	–	Sell	-2,246	Closed	-$74K	–	234
2013 Q4	$74K	Buy	+2,246	New	+$70K	0.05%	51

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Lenox Wealth Advisors's EPD Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 500 shares — an estimated $14K sold.

Lenox Wealth Advisors first reported a position in EPD in Q4 2013 and held it in 7 quarters. The position peaked at $111K in Q3 2019. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Lenox Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 500 Enterprise Products Partners shares in Q1 2020, an estimated $14K.
Lenox Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2013 and held it in 7 quarters.
Lenox Wealth Advisors's Enterprise Products Partners position peaked at $111K in Q3 2019.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.