Windsor Capital Management’s Enterprise Products Partners EPD Stock Holding History

Windsor Capital Management’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	-9,211	Closed	-$259K	–	119
2019 Q4	$259K	Buy	9,211 +596	+7%	+$16.2K	0.11%	107
2019 Q3	$246K	Buy	+8,615	New	+$251K	0.11%	108
2015 Q4	–	Sell	-4,025	Closed	-$100K	–	183
2015 Q3	$100K	Buy	+4,025	New	+$112K	0.06%	125
2014 Q1	–	Sell	-2,634	Closed	-$87K	–	131
2013 Q4	$87K	Sell	2,634 -248	-9%	-$7.73K	0.05%	130
2013 Q3	$88K	Buy	2,882 +26	+0.9%	+$795	0.05%	126
2013 Q2	$89K	Buy	+2,856	New	+$86.5K	0.05%	116

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Windsor Capital Management's EPD Position: Q1 2020 in Review

Windsor Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 9,211 shares — an estimated $259K sold.

Windsor Capital Management first reported a position in EPD in Q2 2013 and held it in 6 quarters. The position peaked at $259K in Q4 2019. 1,007 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Windsor Capital Management reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Windsor Capital Management sold 9,211 Enterprise Products Partners shares in Q1 2020, an estimated $259K.
Windsor Capital Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 6 quarters.
Windsor Capital Management's Enterprise Products Partners position peaked at $259K in Q4 2019.
1,007 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Windsor Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.