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Stonebridge Financial Planning Group’s Enterprise Products Partners EPD Stock Holding History

Stonebridge Financial Planning Group’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
-900
Closed -$14K – 393
2020
Q1 		$14K Buy
+900
New +$20.9K 0.01% 272

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AA
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Morgan Stanley
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CIBC Private Wealth Group
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UBS Group
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Stonebridge Financial Planning Group's EPD Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Enterprise Products Partners (EPD) in Q2 2020, closing a stake of 900 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in EPD in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Enterprise Products Partners position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 900 Enterprise Products Partners shares in Q2 2020, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in Enterprise Products Partners in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Enterprise Products Partners position peaked at $14K in Q1 2020.
  • 974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.