Meridian Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Meridian Wealth Partners’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	-1,094	Closed	-$24K	–	454
2021 Q1	$24K	Buy	1,094 +8	+0.7%	+$176	0.01%	259
2020 Q4	$21K	Buy	+1,086	New	+$20.2K	0.01%	222
2020 Q3	–	Sell	-1,536	Closed	-$28K	–	215
2020 Q2	$28K	Hold	1,536	–	–	0.02%	165
2020 Q1	$22K	Hold	1,536	–	–	0.01%	169
2019 Q4	$43K	Buy	+1,536	New	+$41.6K	0.03%	141

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

Meridian Wealth Partners's EPD Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 1,094 shares — an estimated $24K sold.

Meridian Wealth Partners first reported a position in EPD in Q4 2019 and held it in 5 quarters. The position peaked at $43K in Q4 2019. 1,070 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

Meridian Wealth Partners reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 1,094 Enterprise Products Partners shares in Q2 2021, an estimated $24K.
Meridian Wealth Partners first reported a position in Enterprise Products Partners in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's Enterprise Products Partners position peaked at $43K in Q4 2019.
1,070 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.