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Winslow Evans & Crocker’s Enterprise Products Partners EPD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.63M Sell
83,276
-2,356
-3% -$43.9K 0.31% 73
2020
Q3 		$1.35M Sell
85,632
-191
-0.2% -$3.35K 0.33% 60
2020
Q2 		$1.56M Sell
85,823
-4,403
-5% -$78.7K 0.42% 52
2020
Q1 		$1.29M Sell
90,226
-3,684
-4% -$85.6K 0.43% 55
2019
Q4 		$2.65M Buy
93,910
+6,428
+7% +$174K 0.67% 33
2019
Q3 		$2.5M Sell
87,482
-1,646
-2% -$47.9K 0.7% 28
2019
Q2 		$2.57M Sell
89,128
-1,700
-2% -$49K 0.72% 28
2019
Q1 		$2.64M Sell
90,828
-3,248
-3% -$90.7K 0.75% 27
2018
Q4 		$2.32M Sell
94,076
-2,414
-3% -$64.6K 0.78% 28
2018
Q3 		$2.77M Sell
96,490
-7,144
-7% -$206K 0.84% 21
2018
Q2 		$2.87M Sell
103,634
-3,342
-3% -$91.4K 0.9% 22
2018
Q1 		$2.62M Sell
106,976
-2,404
-2% -$64K 0.85% 23
2017
Q4 		$2.9M Sell
109,380
-1,098
-1% -$27.8K 0.93% 22
2017
Q3 		$2.88M Sell
110,478
-11,455
-9% -$303K 0.95% 22
2017
Q2 		$3.3M Buy
121,933
+8,667
+8% +$235K 0.91% 18
2017
Q1 		$3.13M Sell
113,266
-16,336
-13% -$456K 0.98% 18
2016
Q4 		$3.5M Sell
129,602
-2,580
-2% -$67.2K 1.08% 16
2016
Q3 		$3.65M Sell
132,182
-2,004
-1% -$55.4K 1.05% 20
2016
Q2 		$3.93M Sell
134,186
-3,302
-2% -$88.6K 1.17% 17
2016
Q1 		$3.38M Sell
137,488
-5,796
-4% -$135K 1.02% 21
2015
Q4 		$3.67M Buy
143,284
+8,096
+6% +$210K 1.05% 19
2015
Q3 		$3.37M Sell
135,188
-1,856
-1% -$51.5K 1.06% 21
2015
Q2 		$4.1M Sell
137,044
-3,156
-2% -$103K 1.16% 15
2015
Q1 		$4.62M Sell
140,200
-10,686
-7% -$358K 1.31% 13
2014
Q4 		$5.45M Sell
150,886
-2,356
-2% -$87.1K 1.55% 9
2014
Q3 		$6.18M Buy
153,242
+19,328
+14% +$758K 1.77% 4
2014
Q2 		$5.24M Sell
133,914
-11,042
-8% -$407K 1.73% 5
2014
Q1 		$5.03M Sell
144,956
-4,242
-3% -$141K 1.73% 6
2013
Q4 		$4.95M Buy
+149,198
New +$4.65M 1.69% 3

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Winslow Evans & Crocker's EPD Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Enterprise Products Partners (EPD) stake by 2.8% in Q4 2020, selling an estimated $43.9K and leaving 83,276 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #73.

Winslow Evans & Crocker first reported a position in EPD in Q4 2013 and has held it in 29 quarters since. The position peaked at $6.18M in Q3 2014. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

  • Winslow Evans & Crocker held 83,276 shares of Enterprise Products Partners worth $1.63M as of Q4 2020.
  • Winslow Evans & Crocker sold 2,356 Enterprise Products Partners shares in Q4 2020, an estimated $43.9K.
  • Enterprise Products Partners made up 0.31% of Winslow Evans & Crocker's portfolio in Q4 2020, its #73 holding.
  • Winslow Evans & Crocker first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Enterprise Products Partners position peaked at $6.18M in Q3 2014.
  • 1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.