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Wealth Management Partners’s Enterprise Products Partners EPD Stock Holding History

Wealth Management Partners’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
-10,442
Closed -$222K – 125
2020
Q4 		$222K Buy
+10,442
New +$194K 0.17% 109

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Wealth Management Partners's EPD Position: Q1 2021 in Review

Wealth Management Partners sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 10,442 shares — an estimated $222K sold.

Wealth Management Partners first reported a position in EPD in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

  • Wealth Management Partners reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
  • Wealth Management Partners sold 10,442 Enterprise Products Partners shares in Q1 2021, an estimated $222K.
  • Wealth Management Partners first reported a position in Enterprise Products Partners in Q4 2020 and held it in 1 quarter.
  • Wealth Management Partners's Enterprise Products Partners position peaked at $222K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on Wealth Management Partners's 13F filing for Q1 2021, filed 15 Apr 2021.