AAMC
EPD icon

Asset Allocation & Management Company’s Enterprise Products Partners EPD Stock Holding History

Asset Allocation & Management Company’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
2025
Q2 		– Sell
-15,000
Closed -$512K – 96
2025
Q1 		$512K Buy
+15,000
New +$500K 0.26% 42

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Asset Allocation & Management Company's EPD Position: Q2 2025 in Review

Asset Allocation & Management Company sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 15,000 shares — an estimated $512K sold.

Asset Allocation & Management Company first reported a position in EPD in Q1 2025 and held it in 1 quarter. The position peaked at $512K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Asset Allocation & Management Company reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Asset Allocation & Management Company sold 15,000 Enterprise Products Partners shares in Q2 2025, an estimated $512K.
  • Asset Allocation & Management Company first reported a position in Enterprise Products Partners in Q1 2025 and held it in 1 quarter.
  • Asset Allocation & Management Company's Enterprise Products Partners position peaked at $512K in Q1 2025.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Asset Allocation & Management Company's 13F filing for Q2 2025, filed 16 Jul 2025.