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Personal Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Personal Wealth 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
Q1 		– Sell
-527
Closed -$15K – 227
2019
Q4 		$15K Hold
527
– – 0.01% 209
2019
Q3 		$15K Hold
527
– – 0.01% 217
2019
Q2 		$15K Buy
+527
New +$15.2K 0.01% 194

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TCA
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AA
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EIP
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Blackstone Inc
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Morgan Stanley
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Personal Wealth Partners's EPD Position: Q1 2020 in Review

Personal Wealth Partners sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 527 shares — an estimated $15K sold.

Personal Wealth Partners first reported a position in EPD in Q2 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Personal Wealth Partners reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 527 Enterprise Products Partners shares in Q1 2020, an estimated $15K.
  • Personal Wealth Partners first reported a position in Enterprise Products Partners in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Enterprise Products Partners position peaked at $15K in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.