Notis-McConarty Edward’s Enterprise Products Partners EPD Stock Holding History

Notis-McConarty Edward’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	-12,000	Closed	-$189K	–	96
2020 Q3	$189K	Hold	12,000	–	–	0.08%	96
2020 Q2	$218K	Hold	12,000	–	–	0.1%	91
2020 Q1	$172K	Hold	12,000	–	–	0.1%	88
2019 Q4	$338K	Hold	12,000	–	–	0.15%	87
2019 Q3	$343K	Hold	12,000	–	–	0.16%	88
2019 Q2	$346K	Sell	12,000 -5,000	-29%	-$144K	0.16%	88
2019 Q1	$495K	Hold	17,000	–	–	0.24%	78
2018 Q4	$418K	Buy	+17,000	New	+$455K	0.23%	78
2015 Q4	–	Sell	-7,000	Closed	-$174K	–	102
2015 Q3	$174K	Hold	7,000	–	–	0.13%	98
2015 Q2	$209K	Hold	7,000	–	–	0.14%	101
2015 Q1	$231K	Buy	7,000 +1,000	+17%	+$33.5K	0.16%	101
2014 Q4	$217K	Hold	6,000	–	–	0.15%	101
2014 Q3	$242K	Buy	6,000 +4,000	+200%	+$157K	0.17%	100
2014 Q2	$78K	Hold	2,000	–	–	0.05%	114
2014 Q1	$69K	Hold	2,000	–	–	0.05%	108
2013 Q4	$66K	Buy	+2,000	New	+$62.3K	0.05%	108

Other funds holding EPD

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Notis-McConarty Edward's EPD Position: Q4 2020 in Review

Notis-McConarty Edward sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 12,000 shares — an estimated $189K sold.

Notis-McConarty Edward first reported a position in EPD in Q4 2013 and held it in 16 quarters. The position peaked at $495K in Q1 2019. 1,006 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

Notis-McConarty Edward reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
Notis-McConarty Edward sold 12,000 Enterprise Products Partners shares in Q4 2020, an estimated $189K.
Notis-McConarty Edward first reported a position in Enterprise Products Partners in Q4 2013 and held it in 16 quarters.
Notis-McConarty Edward's Enterprise Products Partners position peaked at $495K in Q1 2019.
1,006 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Notis-McConarty Edward's 13F filing for Q4 2020, filed 16 Feb 2021.