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TRUE Private Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

TRUE Private Wealth Advisors’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
2026
Q1 		$203K Buy
+5,359
New +$190K 0.02% 252
2021
Q1 		– Sell
-2,306
Closed -$45K – 379
2020
Q4 		$45K Buy
2,306
+16
+0.7% +$298 0.01% 359
2020
Q3 		$36K Buy
2,290
+700
+44% +$12.3K 0.01% 363
2020
Q2 		$28K Buy
1,590
+150
+10% +$2.68K 0.01% 382
2020
Q1 		$20K Hold
1,440
– – ﹤0.01% 382
2019
Q4 		$40K Buy
+1,440
New +$39K 0.01% 391
2019
Q3 		– Sell
-1,440
Closed -$41K – 374
2019
Q2 		$41K Buy
+1,440
New +$41.5K 0.01% 367
2018
Q4 		– Sell
-3,040
Closed -$87.3K – 441
2018
Q3 		$87.3K Buy
+3,040
New +$87.8K 0.01% 383

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AA
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Blackstone Inc
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Goldman Sachs
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return