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

Navis 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
2021
Q1 		– Sell
-7,400
Closed -$145K – 135
2020
Q4 		$145K Buy
+7,400
New +$138K 0.13% 95

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Navis Wealth Advisors's EPD Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 7,400 shares — an estimated $145K sold.

Navis Wealth Advisors first reported a position in EPD in Q4 2020 and held it in 1 quarter. The position peaked at $145K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 7,400 Enterprise Products Partners shares in Q1 2021, an estimated $145K.
  • Navis Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Enterprise Products Partners position peaked at $145K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.