Squar Milner Financial Services’s Enterprise Products Partners EPD Stock Holding History

Squar Milner Financial Services’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	-1,260	Closed	-$18K	–	359
2020 Q1	$18K	Hold	1,260	–	–	0.01%	482
2019 Q4	$35K	Buy	+1,260	New	+$34.1K	0.02%	445
2019 Q3	–	Sell	-4,255	Closed	-$123K	–	360
2019 Q2	$123K	Sell	4,255 -15	-0.4%	-$432	0.08%	241
2019 Q1	$124K	Sell	4,270 -185	-4%	-$5.17K	0.09%	231
2018 Q4	$110K	Buy	4,455 +290	+7%	+$7.76K	0.11%	210
2018 Q3	$120K	Sell	4,165 -324	-7%	-$9.36K	0.11%	221
2018 Q2	$124K	Buy	+4,489	New	+$123K	0.11%	223

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

Squar Milner Financial Services's EPD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 1,260 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in EPD in Q2 2018 and held it in 7 quarters. The position peaked at $124K in Q1 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Squar Milner Financial Services reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,260 Enterprise Products Partners shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in Enterprise Products Partners in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Enterprise Products Partners position peaked at $124K in Q1 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.