tru Independence’s Enterprise Products Partners EPD Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-1,220	Closed	-$24	–	422
2020 Q4	$24	Hold	1,220	–	–	﹤0.01%	527
2020 Q3	$19K	Sell	1,220 -63,385	-98%	-$1.11M	0.01%	253
2020 Q2	$1.17K	Sell	64,605 -4,084	-6%	-$73K	0.17%	98
2020 Q1	$982	Hold	68,689	–	–	0.16%	100
2019 Q4	$982K	Buy	+68,689	New	+$1.86M	0.14%	113

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

tru Independence's EPD Position: Q1 2021 in Review

tru Independence sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 1,220 shares — an estimated $24 sold.

tru Independence first reported a position in EPD in Q4 2019 and held it in 5 quarters. The position peaked at $982K in Q4 2019. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

tru Independence reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
tru Independence sold 1,220 Enterprise Products Partners shares in Q1 2021, an estimated $24.
tru Independence first reported a position in Enterprise Products Partners in Q4 2019 and held it in 5 quarters.
tru Independence's Enterprise Products Partners position peaked at $982K in Q4 2019.
1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.