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

RBA 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
2021
Q2 		– Sell
-2,049
Closed -$45.1K – 107
2021
Q1 		$45.1K Buy
+2,049
New +$45.1K 0.04% 87

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BlackRock
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Morgan Stanley
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TCA
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Neuberger Berman Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
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Fayez Sarofim & Co
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RBA Wealth Management's EPD Position: Q2 2021 in Review

RBA Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 2,049 shares — an estimated $45.1K sold.

RBA Wealth Management first reported a position in EPD in Q1 2021 and held it in 1 quarter. The position peaked at $45.1K in Q1 2021. 1,070 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

  • RBA Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 2,049 Enterprise Products Partners shares in Q2 2021, an estimated $45.1K.
  • RBA Wealth Management first reported a position in Enterprise Products Partners in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Enterprise Products Partners position peaked at $45.1K in Q1 2021.
  • 1,070 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.