Vantage Financial Partners (Illinois)’s Enterprise Products Partners EPD Stock Holding History

Vantage Financial Partners (Illinois)’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 Q4	–	Sell	-13,300	Closed	-$210K	–	76
2020 Q3	$210K	Hold	13,300	–	–	0.13%	72
2020 Q2	$242K	Sell	13,300 -1,200	-8%	-$21.5K	0.15%	61
2020 Q1	$207K	Hold	14,500	–	–	0.15%	63
2019 Q4	$408K	Hold	14,500	–	–	0.24%	54
2019 Q3	$414K	Buy	+14,500	New	+$422K	0.27%	48

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 23.41% 1-Year Est. Return

TCA

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s EPD Position: Q4 2020 in Review

Vantage Financial Partners (Illinois) sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 13,300 shares — an estimated $210K sold.

Vantage Financial Partners (Illinois) first reported a position in EPD in Q3 2019 and held it in 5 quarters. The position peaked at $414K in Q3 2019. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

Vantage Financial Partners (Illinois) reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 13,300 Enterprise Products Partners shares in Q4 2020, an estimated $210K.
Vantage Financial Partners (Illinois) first reported a position in Enterprise Products Partners in Q3 2019 and held it in 5 quarters.
Vantage Financial Partners (Illinois)'s Enterprise Products Partners position peaked at $414K in Q3 2019.
1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q4 2020, filed 5 Feb 2021.