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

Taylor Wealth Management Partners’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
2019
Q4 		– Sell
-21,450
Closed -$613K – 48
2019
Q3 		$613K Hold
21,450
– – 0.29% 34
2019
Q2 		$619K Hold
21,450
– – 0.29% 32
2019
Q1 		$624K Hold
21,450
– – 0.31% 36
2018
Q4 		$527K Sell
21,450
-31,390
-59% -$840K 0.3% 32
2018
Q3 		$1.52M Hold
52,840
– – 0.65% 37
2018
Q2 		$1.46M Hold
52,840
– – 0.65% 38
2018
Q1 		$1.29M Buy
52,840
+500
+1% +$13.3K 0.62% 37
2017
Q4 		$1.39M Sell
52,340
-1,720
-3% -$43.5K 0.59% 41
2017
Q3 		$1.41M Sell
54,060
-500
-0.9% -$13.2K 0.63% 41
2017
Q2 		$1.48M Buy
54,560
+4,500
+9% +$122K 0.67% 40
2017
Q1 		$1.38M Buy
50,060
+11,400
+29% +$318K 0.63% 39
2016
Q4 		$1.04M Sell
38,660
-138,420
-78% -$3.61M 0.48% 40
2016
Q3 		$4.89M Sell
177,080
-207,109
-54% -$5.72M 2.19% 23
2016
Q2 		$11.2M Sell
384,189
-4,724
-1% -$127K 4.5% 4
2016
Q1 		$9.57M Buy
388,913
+76,037
+24% +$1.77M 4.52% 7
2015
Q4 		$8M Buy
312,876
+45,741
+17% +$1.19M 3.45% 11
2015
Q3 		$6.65M Sell
267,135
-15,904
-6% -$441K 3.21% 13
2015
Q2 		$8.46M Sell
283,039
-6,411
-2% -$210K 2.7% 16
2015
Q1 		$9.53M Buy
+289,450
New +$9.7M 2.99% 11

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Taylor Wealth Management Partners's EPD Position: Q4 2019 in Review

Taylor Wealth Management Partners sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 21,450 shares — an estimated $613K sold.

Taylor Wealth Management Partners first reported a position in EPD in Q1 2015 and held it in 19 quarters. The position peaked at $11.2M in Q2 2016. 1,145 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

  • Taylor Wealth Management Partners reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 21,450 Enterprise Products Partners shares in Q4 2019, an estimated $613K.
  • Taylor Wealth Management Partners first reported a position in Enterprise Products Partners in Q1 2015 and held it in 19 quarters.
  • Taylor Wealth Management Partners's Enterprise Products Partners position peaked at $11.2M in Q2 2016.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2019, filed 30 Jan 2020.