Tradition Asset Management’s Enterprise Products Partners EPD Stock Holding History

Tradition Asset 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 Q2	$225K	Hold	12,400	–	–	0.06%	163
2020 Q1	$177K	Sell	12,400 -225	-2%	-$5.23K	0.06%	172
2019 Q4	$355K	Hold	12,625	–	–	0.09%	154
2019 Q3	$360K	Buy	+12,625	New	+$368K	0.09%	146

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Asset Management's EPD Position: Q2 2020 in Review

Tradition Asset Management held its Enterprise Products Partners (EPD) position steady in Q2 2020 at 12,400 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #163.

Tradition Asset Management first reported a position in EPD in Q3 2019 and has held it in 4 quarters since. The position peaked at $360K in Q3 2019. 974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

Tradition Asset Management held 12,400 shares of Enterprise Products Partners worth $225K as of Q2 2020.
Tradition Asset Management left its Enterprise Products Partners share count unchanged in Q2 2020.
Enterprise Products Partners made up 0.06% of Tradition Asset Management's portfolio in Q2 2020, its #163 holding.
Tradition Asset Management first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 4 quarters since.
Tradition Asset Management's Enterprise Products Partners position peaked at $360K in Q3 2019.
974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.