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B. Riley Wealth Management’s Enterprise Products Partners EPD Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$16.7K Buy
686,175
+225,810
+49% +$5.94M 0.02% 113
2022
Q1 		$11.9M Buy
460,365
+21,302
+5% +$517K 0.92% 19
2021
Q4 		$9.64M Buy
439,063
+30,420
+7% +$682K 0.67% 32
2021
Q3 		$8.84M Buy
408,643
+123,072
+43% +$2.8M 0.68% 32
2021
Q2 		$6.89M Sell
285,571
-7,254
-2% -$172K 0.76% 38
2021
Q1 		$6.45M Sell
292,825
-33,730
-10% -$742K 0.75% 38
2020
Q4 		$6.4M Sell
326,555
-553
-0.2% -$10.3K 0.83% 33
2020
Q3 		$5.17M Sell
327,108
-130,609
-29% -$2.29M 0.61% 46
2020
Q2 		$8.32M Sell
457,717
-506,550
-53% -$9.06M 0.91% 26
2020
Q1 		$13.8M Buy
964,267
+859,037
+816% +$20M 1.45% 10
2019
Q4 		$2.96M Buy
105,230
+5,898
+6% +$160K 0.44% 54
2019
Q3 		$2.84M Sell
99,332
-7,166
-7% -$209K 0.5% 47
2019
Q2 		$3.08K Buy
106,498
+4,455
+4% +$128K 0.47% 44
2019
Q1 		$2.97M Buy
102,043
+11,963
+13% +$334K 0.51% 47
2018
Q4 		$2.21M Buy
90,080
+10,600
+13% +$284K 0.46% 50
2018
Q3 		$2.28M Buy
+79,480
New +$2.3M 0.56% 40
2016
Q1 		$458K Sell
18,610
-1,880
-9% -$43.8K 0.68% 49
2015
Q4 		$524K Sell
20,490
-3,220
-14% -$83.7K 0.67% 42
2015
Q3 		$590K Sell
23,710
-772
-3% -$21.4K 0.84% 33
2015
Q2 		$731K Buy
24,482
+300
+1% +$9.82K 0.58% 32
2015
Q1 		$796K Buy
24,182
+2,780
+13% +$93.1K 0.6% 33
2014
Q4 		$773K Buy
21,402
+4,508
+27% +$167K 0.63% 30
2014
Q3 		$680K Buy
16,894
+182
+1% +$7.14K 0.51% 42
2014
Q2 		$654K Buy
16,712
+926
+6% +$34.2K 0.42% 49
2014
Q1 		$547K Buy
+15,786
New +$523K 0.4% 46

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

B. Riley Wealth Management's EPD Position: Q2 2022 in Review

B. Riley Wealth Management increased its Enterprise Products Partners (EPD) stake by 49% in Q2 2022, buying an estimated $5.94M and bringing the position to 686,175 shares worth $16.7K. The position accounts for 0.02% of the portfolio, ranked #113.

B. Riley Wealth Management first reported a position in EPD in Q1 2014 and has held it in 25 quarters since. The position peaked at $13.8M in Q1 2020. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

  • B. Riley Wealth Management held 686,175 shares of Enterprise Products Partners worth $16.7K as of Q2 2022.
  • B. Riley Wealth Management bought 225,810 Enterprise Products Partners shares in Q2 2022, an estimated $5.94M.
  • Enterprise Products Partners made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #113 holding.
  • B. Riley Wealth Management first reported a position in Enterprise Products Partners in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Enterprise Products Partners position peaked at $13.8M in Q1 2020.
  • 1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.