B&D White Capital Company’s Enterprise Products Partners EPD Stock Holding History

B&D White Capital 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
2024 Q3	–	Sell	-7,986	Closed	-$231K	–	74
2024 Q2	$231K	Hold	7,986	–	–	0.05%	40
2024 Q1	$233K	Hold	7,986	–	–	0.05%	52
2023 Q4	$210K	Hold	7,986	–	–	0.07%	55
2023 Q3	$219K	Hold	7,986	–	–	0.08%	59
2023 Q2	$210K	Hold	7,986	–	–	0.07%	61
2023 Q1	$207K	Buy	+7,986	New	+$205K	0.07%	52
2022 Q2	–	Sell	-8,720	Closed	-$225K	–	52
2022 Q1	$225K	Buy	+8,720	New	+$212K	0.07%	57

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B&D White Capital Company's EPD Position: Q3 2024 in Review

B&D White Capital Company sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 7,986 shares — an estimated $231K sold.

B&D White Capital Company first reported a position in EPD in Q1 2022 and held it in 7 quarters. The position peaked at $233K in Q1 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

B&D White Capital Company reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
B&D White Capital Company sold 7,986 Enterprise Products Partners shares in Q3 2024, an estimated $231K.
B&D White Capital Company first reported a position in Enterprise Products Partners in Q1 2022 and held it in 7 quarters.
B&D White Capital Company's Enterprise Products Partners position peaked at $233K in Q1 2024.
1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on B&D White Capital Company's 13F filing for Q3 2024, filed 8 Nov 2024.