LVW Advisors’s Enterprise Products Partners EPD Stock Holding History

LVW 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 Q4	–	Sell	-18,126	Closed	-$286K	–	205
2020 Q3	$286K	Sell	18,126 -106	-0.6%	-$1.86K	0.06%	158
2020 Q2	$331K	Sell	18,232 -8,151	-31%	-$146K	0.08%	135
2020 Q1	$377K	Buy	26,383 +10,991	+71%	+$255K	0.1%	100
2019 Q4	$433K	Buy	15,392 +4,520	+42%	+$123K	0.1%	111
2019 Q3	$311K	Sell	10,872 -10,625	-49%	-$309K	0.08%	127
2019 Q2	$621K	Buy	+21,497	New	+$619K	0.17%	80
2019 Q1	–	Hold	0	–	–	–	67
2018 Q4	–	Hold	0	–	–	–	61
2018 Q3	–	Hold	0	–	–	–	68
2018 Q2	–	Hold	0	–	–	–	74
2018 Q1	–	Hold	0	–	–	–	82
2017 Q4	–	Hold	0	–	–	–	80
2017 Q3	–	Sell	-44,502	Closed	-$1.18M	–	49
2017 Q2	$1.21M	Buy	+44,502	New	+$1.21M	0.42%	39
2017 Q1	–	Hold	0	–	–	–	42
2016 Q4	–	Hold	0	–	–	–	49
2016 Q3	–	Hold	0	–	–	–	43
2016 Q2	–	Hold	0	–	–	–	38
2016 Q1	–	Hold	0	–	–	–	42
2015 Q4	–	Hold	0	–	–	–	42
2015 Q3	–	Hold	0	–	–	–	56
2015 Q2	–	Hold	0	–	–	–	61
2015 Q1	–	Hold	0	–	–	–	92
2014 Q4	–	Hold	0	–	–	–	110

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

TCA

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

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

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

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

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

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

EIP

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

LVW Advisors's EPD Position: Q4 2020 in Review

LVW Advisors sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 18,126 shares — an estimated $286K sold.

LVW Advisors first reported a position in EPD in Q2 2017 and held it in 7 quarters. The position peaked at $1.21M in Q2 2017. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

LVW Advisors reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
LVW Advisors sold 18,126 Enterprise Products Partners shares in Q4 2020, an estimated $286K.
LVW Advisors first reported a position in Enterprise Products Partners in Q2 2017 and held it in 7 quarters.
LVW Advisors's Enterprise Products Partners position peaked at $1.21M in Q2 2017.
1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.