Winfield Associates’s Enterprise Products Partners EPD Stock Holding History

Winfield Associates’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
2016 Q1	–	Sell	-5,000	Closed	-$128K	–	694
2015 Q4	$128K	Buy	5,000 +500	+11%	+$13K	0.09%	124
2015 Q3	$122K	Sell	4,500 -500	-10%	-$13.9K	0.09%	123
2015 Q2	$149K	Buy	5,000 +2,500	+100%	+$81.8K	0.1%	123
2015 Q1	$82K	Buy	2,500 +2,475	+9,900%	+$82.9K	0.06%	145
2014 Q4	$5K	Buy	+25	New	+$924	﹤0.01%	264

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

Winfield Associates's EPD Position: Q1 2020 in Review

Winfield Associates sold out of Enterprise Products Partners (EPD) in Q1 2020, closing a stake of 11,166 shares — an estimated $314K sold.

Winfield Associates first reported a position in EPD in Q4 2013 and held it in 25 quarters. The position peaked at $1.53M in Q3 2014. 1,008 funds tracked by Wall St. Rank hold EPD as of Q1 2020.

Winfield Associates reported no remaining Enterprise Products Partners position as of Q1 2020 after selling out during the quarter.
Winfield Associates sold 11,166 Enterprise Products Partners shares in Q1 2020, an estimated $314K.
Winfield Associates first reported a position in Enterprise Products Partners in Q4 2013 and held it in 25 quarters.
Winfield Associates's Enterprise Products Partners position peaked at $1.53M in Q3 2014.
1,008 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2020.

Based on Winfield Associates's 13F filing for Q1 2020, filed 4 May 2020.