Ownership history in BCM ADVISORS, LLC Β· 44 quarters on record
This page tracks every 13F SEC filing in which BCM ADVISORS, LLC reported a position in Enterprise Products Partners COM (EPD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BCM ADVISORS, LLC outperformed the S&P 500 by +7.1% annually on this EPD position. Timing score: 55% (6/11 decisions correct). Average cost basis: $11.51. Maximum drawdown during holding period: β48.4%.
π₯ Exceptional β beat the S&P 500 by 7.1% per year on this position.
42 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $4.63 (2008 Q1) Β· Worst: $13.90 (2016 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 7 trims. Bought during 2 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size