Affiance Financial’s Enterprise Products Partners EPD Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-50	Closed	-$1.21K	–	191
2022 Q4	$1.21K	Buy	+50	New	+$1.23K	﹤0.01%	395
2017 Q2	–	Sell	-29,241	Closed	-$807K	–	75
2017 Q1	$807K	Hold	29,241	–	–	0.62%	29
2016 Q4	$791K	Hold	29,241	–	–	0.63%	31
2016 Q3	$808K	Hold	29,241	–	–	0.66%	29
2016 Q2	$856K	Sell	29,241 -1,690	-5%	-$45.4K	0.72%	27
2016 Q1	$762K	Sell	30,931 -29,965	-49%	-$698K	0.73%	29
2015 Q4	$1.56M	Hold	60,896	–	–	1.6%	14
2015 Q3	$1.52M	Sell	60,896 -25,637	-30%	-$711K	1.9%	11
2015 Q2	$2.59M	Sell	86,533 -1,700	-2%	-$55.6K	3.3%	8
2015 Q1	$2.91M	Sell	88,233 -1,449	-2%	-$48.5K	4.42%	4
2014 Q4	$3.24M	Buy	+89,682	New	+$3.32M	5.69%	3

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Affiance Financial's EPD Position: Q1 2023 in Review

Affiance Financial sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 50 shares — an estimated $1.21K sold.

Affiance Financial first reported a position in EPD in Q4 2014 and held it in 11 quarters. The position peaked at $3.24M in Q4 2014. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

Affiance Financial reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 50 Enterprise Products Partners shares in Q1 2023, an estimated $1.21K.
Affiance Financial first reported a position in Enterprise Products Partners in Q4 2014 and held it in 11 quarters.
Affiance Financial's Enterprise Products Partners position peaked at $3.24M in Q4 2014.
1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.