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Taylor Hoffman Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-2,276
Closed -$41K – 193
2020
Q2 		$41K Buy
+2,276
New +$40.7K 0.03% 208
2020
Q1 		– Sell
-1,866
Closed -$53K – 196
2019
Q4 		$53K Hold
1,866
– – 0.03% 205
2019
Q3 		$53K Buy
+1,866
New +$54.3K 0.04% 197

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Taylor Hoffman Wealth Management's EPD Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2020, closing a stake of 2,276 shares — an estimated $41K sold.

Taylor Hoffman Wealth Management first reported a position in EPD in Q3 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 2,276 Enterprise Products Partners shares in Q3 2020, an estimated $41K.
  • Taylor Hoffman Wealth Management first reported a position in Enterprise Products Partners in Q3 2019 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Enterprise Products Partners position peaked at $53K in Q4 2019.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.