SHWM
EPD icon

Silicon Hills Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Silicon Hills 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
-2
Closed -$61 – 130
2019
Q4 		$61 Buy
+2
New +$54 0.05% 116

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
AA
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Silicon Hills Wealth Management's EPD Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 2 shares — an estimated $61 sold.

Silicon Hills Wealth Management first reported a position in EPD in Q4 2019 and held it in 1 quarter. The position peaked at $61 in Q4 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 2 Enterprise Products Partners shares in Q1 2020, an estimated $61.
  • Silicon Hills Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Enterprise Products Partners position peaked at $61 in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.