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

Rench 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	-8,891	Closed	-$250K	–	38
2019 Q4	$250K	Sell	8,891 -354	-4%	-$9.6K	0.14%	41
2019 Q3	$264K	Buy	9,245 +636	+7%	+$18.5K	0.17%	40
2019 Q2	$249K	Buy	8,609 +129	+2%	+$3.72K	0.16%	48
2019 Q1	$247K	Buy	8,480 +131	+2%	+$3.66K	0.16%	48
2018 Q4	$205K	Buy	8,349 +131	+2%	+$3.51K	0.15%	50
2018 Q3	$236K	Buy	8,218 +118	+1%	+$3.41K	0.16%	47
2018 Q2	$224K	Buy	+8,100	New	+$222K	0.16%	49
2018 Q1	–	Sell	-7,850	Closed	-$208K	–	54
2017 Q4	$208K	Buy	7,850 +130	+2%	+$3.29K	0.14%	54
2017 Q3	$201K	Buy	7,720 +120	+2%	+$3.17K	0.14%	53
2017 Q2	$206K	Hold	7,600	–	–	0.15%	52
2017 Q1	$210K	Hold	7,600	–	–	0.16%	51
2016 Q4	$206K	Buy	+7,600	New	+$198K	0.16%	46

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

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

Rench Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 8,891 shares — an estimated $250K sold.

Rench Wealth Management first reported a position in EPD in Q4 2016 and held it in 12 quarters. The position peaked at $264K in Q3 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Rench Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Rench Wealth Management sold 8,891 Enterprise Products Partners shares in Q1 2020, an estimated $250K.
Rench Wealth Management first reported a position in Enterprise Products Partners in Q4 2016 and held it in 12 quarters.
Rench Wealth Management's Enterprise Products Partners position peaked at $264K in Q3 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Rench Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.