New Potomac Partners’s Enterprise Products Partners EPD Stock Holding History

New Potomac 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
2020 Q4	–	Sell	-400	Closed	-$6K	–	82
2020 Q3	$6K	Hold	400	–	–	﹤0.01%	125
2020 Q2	$7K	Hold	400	–	–	0.01%	128
2020 Q1	$6K	Hold	400	–	–	0.01%	127
2019 Q4	$11K	Hold	400	–	–	0.01%	126
2019 Q3	$11K	Hold	400	–	–	0.01%	126
2019 Q2	$12K	Hold	400	–	–	0.01%	125
2019 Q1	$12K	Hold	400	–	–	0.01%	124
2018 Q4	$10K	Hold	400	–	–	0.01%	140
2018 Q3	$11K	Hold	400	–	–	0.01%	134
2018 Q2	$11K	Hold	400	–	–	0.01%	131
2018 Q1	$10K	Hold	400	–	–	0.01%	133
2017 Q4	$11K	Buy	+400	New	+$10.1K	0.01%	131

Other funds holding EPD

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

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

Bank of America

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

Neuberger Berman Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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