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TrueWealth LLC’s Enterprise Products Partners EPD Stock Holding History

TrueWealth LLC’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 		$18K Buy
+1,000
New +$17.9K 0.01% 389

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Bank of America
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TCA
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AA
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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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth LLC's EPD Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Enterprise Products Partners (EPD) in Q2 2020: 1,000 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

974 funds tracked by Wall St. Rank hold EPD as of Q2 2020.

  • TrueWealth LLC held 1,000 shares of Enterprise Products Partners worth $18K as of Q2 2020.
  • Enterprise Products Partners was a new TrueWealth LLC position in Q2 2020.
  • Enterprise Products Partners made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #389 holding.
  • 974 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.