Stuart Chaussee & Associates’s Enterprise Products Partners EPD Stock Holding History

Stuart Chaussee & Associates’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	-12,773	Closed	-$360K	–	90
2019 Q4	$360K	Hold	12,773	–	–	0.2%	13
2019 Q3	$365K	Hold	12,773	–	–	0.22%	10
2019 Q2	$369K	Hold	12,773	–	–	0.23%	13
2019 Q1	$372K	Hold	12,773	–	–	0.24%	11
2018 Q4	$314K	Hold	12,773	–	–	0.24%	9
2018 Q3	$367K	Hold	12,773	–	–	0.23%	15
2018 Q2	$353K	Buy	+12,773	New	+$349K	0.24%	16

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Stuart Chaussee & Associates's EPD Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 12,773 shares — an estimated $360K sold.

Stuart Chaussee & Associates first reported a position in EPD in Q2 2018 and held it in 7 quarters. The position peaked at $372K in Q1 2019. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Stuart Chaussee & Associates reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 12,773 Enterprise Products Partners shares in Q1 2020, an estimated $360K.
Stuart Chaussee & Associates first reported a position in Enterprise Products Partners in Q2 2018 and held it in 7 quarters.
Stuart Chaussee & Associates's Enterprise Products Partners position peaked at $372K in Q1 2019.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.