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Wealthspire Advisors (Maryland)’s Enterprise Products Partners EPD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$522K Buy
33,078
+2,336
+8% +$40.9K 0.02% 264
2020
Q2 		$559K Buy
30,742
+8,834
+40% +$158K 0.04% 235
2020
Q1 		$313K Sell
21,908
-513
-2% -$11.9K 0.03% 296
2019
Q4 		$631K Buy
22,421
+600
+3% +$16.3K 0.04% 237
2019
Q3 		$624K Buy
21,821
+1,895
+10% +$55.2K 0.05% 226
2019
Q2 		$575K Buy
19,926
+293
+1% +$8.44K 0.04% 235
2019
Q1 		$571K Sell
19,633
-331
-2% -$9.25K 0.04% 232
2018
Q4 		$491K Buy
19,964
+2,384
+14% +$63.8K 0.04% 226
2018
Q3 		$505K Sell
17,580
-3,798
-18% -$110K 0.04% 244
2018
Q2 		$592K Sell
21,378
-480
-2% -$13.1K 0.05% 205
2018
Q1 		$535K Buy
21,858
+2,029
+10% +$54K 0.05% 230
2017
Q4 		$526K Buy
19,829
+4,389
+28% +$111K 0.05% 244
2017
Q3 		$403K Buy
15,440
+496
+3% +$13.1K 0.04% 283
2017
Q2 		$405K Buy
14,944
+966
+7% +$26.2K 0.05% 270
2017
Q1 		$386K Buy
13,978
+2,012
+17% +$56.2K 0.05% 236
2016
Q4 		$324K Sell
11,966
-2,815
-19% -$73.3K 0.05% 256
2016
Q3 		$408K Buy
14,781
+1,074
+8% +$29.7K 0.06% 206
2016
Q2 		$401K Buy
13,707
+27
+0.2% +$725 0.07% 201
2016
Q1 		$337K Buy
13,680
+2,896
+27% +$67.4K 0.06% 227
2015
Q4 		$276K Buy
+10,784
New +$280K 0.05% 273

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Enterprise Products Partners (EPD) stake by 7.6% in Q3 2020, buying an estimated $40.9K and bringing the position to 33,078 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #264.

Wealthspire Advisors (Maryland) first reported a position in EPD in Q4 2015 and has held it in 20 quarters since. The position peaked at $631K in Q4 2019. 960 funds tracked by Wall St. Rank hold EPD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 33,078 shares of Enterprise Products Partners worth $522K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,336 Enterprise Products Partners shares in Q3 2020, an estimated $40.9K.
  • Enterprise Products Partners made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #264 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Enterprise Products Partners position peaked at $631K in Q4 2019.
  • 960 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.