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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
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Bank of America
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
BlackRock
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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.