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

Peterson 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
2020
Q1 		– Sell
-8,876
Closed -$257K – 49
2019
Q4 		$257K Buy
+8,876
New +$241K 0.23% 37

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Peterson Wealth Management's EPD Position: Q1 2020 in Review

Peterson Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,876 shares — an estimated $257K sold.

Peterson Wealth Management first reported a position in EPD in Q4 2019 and held it in 1 quarter. The position peaked at $257K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Peterson Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 8,876 Enterprise Products Partners shares in Q1 2020, an estimated $257K.
  • Peterson Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 1 quarter.
  • Peterson Wealth Management's Enterprise Products Partners position peaked at $257K in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Peterson Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.