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WIA
Wealthstreet Investment Advisors’s
Enterprise Products Partners
EPD
Stock Holding History
Wealthstreet Investment Advisors’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
Q2
–
Sell
-210,416
Closed
-$4.63M
–
165
2021
Q1
$4.63M
Sell
210,416
-100
-0%
-$2.2K
0.45%
55
2020
Q4
$4.12M
Buy
210,516
+16,400
+8%
+$305K
0.42%
57
2020
Q3
$3.06M
Sell
194,116
-410
-0.2%
-$7.18K
0.34%
68
2020
Q2
$3.53M
Buy
194,526
+11,906
+7%
+$213K
0.43%
55
2020
Q1
$2.61M
Sell
182,620
-406
-0.2%
-$9.43K
0.39%
61
2019
Q4
$5.15M
Sell
183,026
-50
-0%
-$1.35K
0.6%
42
2019
Q3
$4.91M
Sell
183,076
-150
-0.1%
-$4.37K
0.63%
45
2019
Q2
$5.29M
Sell
183,226
-1,700
-0.9%
-$49K
0.68%
38
2019
Q1
$5.38M
Buy
184,926
+4,373
+2%
+$122K
0.71%
38
2018
Q4
$4.99M
Buy
180,553
+1,000
+0.6%
+$26.8K
0.7%
39
2018
Q3
$5.16M
Sell
179,553
-7,850
-4%
-$227K
0.64%
44
2018
Q2
$5.18M
Sell
187,403
-150
-0.1%
-$4.1K
0.69%
38
2018
Q1
$4.59M
Sell
187,553
-1,440
-0.8%
-$38.3K
0.58%
45
2017
Q4
$5.01M
Buy
+188,993
New
+$4.79M
0.61%
45
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1-Year Est. Return
TCA
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1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
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$59.2B AUM
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1-Year Est. Return
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$39.1B AUM
15.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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