Private Vista’s Enterprise Products Partners EPD Stock Holding History

Private Vista’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	-18,527	Closed	-$264K	–	130
2020 Q1	$264K	Hold	18,527	–	–	0.1%	113
2019 Q4	$522K	Sell	18,527 -880	-5%	-$23.9K	0.14%	72
2019 Q3	$555K	Hold	19,407	–	–	0.15%	72
2019 Q2	$560K	Sell	19,407 -432	-2%	-$12.4K	0.14%	75
2019 Q1	$578K	Buy	19,839 +432	+2%	+$12.1K	0.14%	80
2018 Q4	$477K	Hold	19,407	–	–	0.11%	86
2018 Q3	$558K	Hold	19,407	–	–	0.11%	80
2018 Q2	$537K	Hold	19,407	–	–	0.12%	78
2018 Q1	$475K	Buy	+19,407	New	+$517K	0.14%	73

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Private Vista's EPD Position: Q2 2020 in Review

Private Vista sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 18,527 shares — an estimated $264K sold.

Private Vista first reported a position in EPD in Q1 2018 and held it in 9 quarters. The position peaked at $578K in Q1 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Private Vista reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
Private Vista sold 18,527 Enterprise Products Partners shares in Q2 2020, an estimated $264K.
Private Vista first reported a position in Enterprise Products Partners in Q1 2018 and held it in 9 quarters.
Private Vista's Enterprise Products Partners position peaked at $578K in Q1 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.