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

Moser 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 Q2	–	Sell	-1,000	Closed	-$14K	–	118
2020 Q1	$14K	Hold	1,000	–	–	0.02%	100
2019 Q4	$28K	Buy	+1,000	New	+$27.1K	0.03%	105

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

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

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moser Wealth Advisors's EPD Position: Q2 2020 in Review

Moser Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Moser Wealth Advisors first reported a position in EPD in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Moser Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
Moser Wealth Advisors sold 1,000 Enterprise Products Partners shares in Q2 2020, an estimated $14K.
Moser Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2019 and held it in 2 quarters.
Moser Wealth Advisors's Enterprise Products Partners position peaked at $28K in Q4 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Moser Wealth Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.