Westwood Management Corporation’s Enterprise Products Partners EPD Stock Holding History

Westwood Management Corporation’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	-7,484	Closed	-$211K	–	72
2019 Q4	$211K	Hold	7,484	–	–	0.03%	67
2019 Q3	$214K	Hold	7,484	–	–	0.03%	67
2019 Q2	$216K	Hold	7,484	–	–	0.03%	73
2019 Q1	$218K	Buy	+7,484	New	+$209K	0.03%	67
2018 Q4	–	Sell	-7,484	Closed	-$215K	–	69
2018 Q3	$215K	Hold	7,484	–	–	0.03%	71
2018 Q2	$207K	Buy	+7,484	New	+$205K	0.03%	69
2017 Q3	–	Sell	-7,984	Closed	-$216K	–	80
2017 Q2	$216K	Hold	7,984	–	–	0.03%	73
2017 Q1	$220K	Sell	7,984 -376	-4%	-$10.5K	0.04%	76
2016 Q4	$226K	Hold	8,360	–	–	0.04%	69
2016 Q3	$231K	Hold	8,360	–	–	0.04%	71
2016 Q2	$245K	Hold	8,360	–	–	0.05%	64
2016 Q1	$206K	Hold	8,360	–	–	0.04%	71
2015 Q4	$214K	Hold	8,360	–	–	0.04%	69
2015 Q3	$208K	Hold	8,360	–	–	0.04%	73
2015 Q2	$250K	Hold	8,360	–	–	0.04%	74
2015 Q1	$275K	Hold	8,360	–	–	0.05%	74
2014 Q4	$302K	Hold	8,360	–	–	0.05%	70
2014 Q3	$337K	Hold	8,360	–	–	0.06%	61
2014 Q2	$327K	Hold	8,360	–	–	0.05%	70
2014 Q1	$290K	Hold	8,360	–	–	0.05%	75
2013 Q4	$277K	Buy	8,360 +376	+5%	+$11.7K	0.05%	81
2013 Q3	$244K	Hold	7,984	–	–	0.05%	89
2013 Q2	$248K	Buy	+7,984	New	+$242K	0.05%	86

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

Westwood Management Corporation's EPD Position: Q1 2020 in Review

Westwood Management Corporation sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 7,484 shares — an estimated $211K sold.

Westwood Management Corporation first reported a position in EPD in Q2 2013 and held it in 23 quarters. The position peaked at $337K in Q3 2014. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Westwood Management Corporation reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Westwood Management Corporation sold 7,484 Enterprise Products Partners shares in Q1 2020, an estimated $211K.
Westwood Management Corporation first reported a position in Enterprise Products Partners in Q2 2013 and held it in 23 quarters.
Westwood Management Corporation's Enterprise Products Partners position peaked at $337K in Q3 2014.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Westwood Management Corporation's 13F filing for Q1 2020, filed 27 Apr 2020.