Northwest Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Northwest Wealth Management’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
2019 Q4	–	Sell	-7,073	Closed	-$202K	–	103
2019 Q3	$202K	Hold	7,073	–	–	0.17%	114
2019 Q2	$204K	Hold	7,073	–	–	0.16%	111
2019 Q1	$206K	Hold	7,073	–	–	0.16%	111
2018 Q4	$174K	Hold	7,073	–	–	0.15%	105
2018 Q3	$203K	Hold	7,073	–	–	0.15%	110
2018 Q2	$196K	Sell	7,073 -1,950	-22%	-$53.3K	0.15%	111
2018 Q1	$221K	Buy	+9,023	New	+$240K	0.16%	100
2017 Q3	–	Sell	-9,619	Closed	-$260K	–	68
2017 Q2	$260K	Sell	9,619 -3,680	-28%	-$99.7K	0.24%	81
2017 Q1	$367K	Hold	13,299	–	–	0.34%	59
2016 Q4	$360K	Buy	+13,299	New	+$346K	0.37%	57

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

EIP

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

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

Northwest Wealth Management's EPD Position: Q4 2019 in Review

Northwest Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 7,073 shares — an estimated $202K sold.

Northwest Wealth Management first reported a position in EPD in Q4 2016 and held it in 10 quarters. The position peaked at $367K in Q1 2017. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Northwest Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Northwest Wealth Management sold 7,073 Enterprise Products Partners shares in Q4 2019, an estimated $202K.
Northwest Wealth Management first reported a position in Enterprise Products Partners in Q4 2016 and held it in 10 quarters.
Northwest Wealth Management's Enterprise Products Partners position peaked at $367K in Q1 2017.
1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Northwest Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.