PagnatoKarp Partners’s Enterprise Products Partners EPD Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-18,768	Closed	-$268K	–	44
2020 Q1	$268K	Buy	18,768 +70	+0.4%	+$1.63K	0.07%	129
2019 Q4	$527K	Buy	18,698 +293	+2%	+$7.94K	0.09%	104
2019 Q3	$526K	Buy	18,405 +268	+1%	+$7.8K	0.1%	99
2019 Q2	$524K	Buy	18,137 +259	+1%	+$7.46K	0.11%	96
2019 Q1	$520K	Buy	17,878 +257	+1%	+$7.18K	0.12%	99
2018 Q4	$433K	Sell	17,621 -728	-4%	-$19.5K	0.09%	92
2018 Q3	$527K	Buy	18,349 +1,240	+7%	+$35.8K	0.15%	84
2018 Q2	$473K	Buy	17,109 +6,829	+66%	+$187K	0.15%	84
2018 Q1	$252K	Sell	10,280 -1,871	-15%	-$49.8K	0.11%	110
2017 Q4	$322K	Buy	12,151 +196	+2%	+$4.96K	0.09%	107
2017 Q3	$312K	Buy	+11,955	New	+$316K	0.08%	109

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

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

TCA

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PagnatoKarp Partners's EPD Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 18,768 shares — an estimated $268K sold.

PagnatoKarp Partners first reported a position in EPD in Q3 2017 and held it in 11 quarters. The position peaked at $527K in Q4 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

PagnatoKarp Partners reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 18,768 Enterprise Products Partners shares in Q2 2020, an estimated $268K.
PagnatoKarp Partners first reported a position in Enterprise Products Partners in Q3 2017 and held it in 11 quarters.
PagnatoKarp Partners's Enterprise Products Partners position peaked at $527K in Q4 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.