Vishria Bird Financial Group’s Enterprise Products Partners EPD Stock Holding History

Vishria Bird Financial Group’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 Q1	–	Sell	-9,290	Closed	-$262K	–	44
2019 Q4	$262K	Hold	9,290	–	–	0.25%	36
2019 Q3	$266K	Hold	9,290	–	–	0.3%	37
2019 Q2	$268K	Hold	9,290	–	–	0.27%	41
2019 Q1	$270K	Hold	9,290	–	–	0.27%	40
2018 Q4	$228K	Hold	9,290	–	–	0.25%	43
2018 Q3	$267K	Hold	9,290	–	–	0.23%	40
2018 Q2	$257K	Buy	+9,290	New	+$254K	0.24%	39

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Vishria Bird Financial Group's EPD Position: Q1 2020 in Review

Vishria Bird Financial Group sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 9,290 shares — an estimated $262K sold.

Vishria Bird Financial Group first reported a position in EPD in Q2 2018 and held it in 7 quarters. The position peaked at $270K in Q1 2019. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Vishria Bird Financial Group reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 9,290 Enterprise Products Partners shares in Q1 2020, an estimated $262K.
Vishria Bird Financial Group first reported a position in Enterprise Products Partners in Q2 2018 and held it in 7 quarters.
Vishria Bird Financial Group's Enterprise Products Partners position peaked at $270K in Q1 2019.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Vishria Bird Financial Group's 13F filing for Q1 2020, filed 13 Apr 2020.