Bellwether Advisors’s Enterprise Products Partners EPD Stock Holding History

Bellwether Advisors’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
2021 Q4	–	Sell	-21,412	Closed	-$463K	–	578
2021 Q3	$463K	Buy	21,412 +20,812	+3,469%	+$473K	0.15%	108
2021 Q2	$14K	Hold	600	–	–	﹤0.01%	243
2021 Q1	$13K	Hold	600	–	–	0.01%	230
2020 Q4	$11K	Buy	+600	New	+$11.2K	﹤0.01%	230

Other funds holding EPD

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

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

EIP

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

Bellwether Advisors's EPD Position: Q4 2021 in Review

Bellwether Advisors sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 21,412 shares — an estimated $463K sold.

Bellwether Advisors first reported a position in EPD in Q4 2020 and held it in 4 quarters. The position peaked at $463K in Q3 2021. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

Bellwether Advisors reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
Bellwether Advisors sold 21,412 Enterprise Products Partners shares in Q4 2021, an estimated $463K.
Bellwether Advisors first reported a position in Enterprise Products Partners in Q4 2020 and held it in 4 quarters.
Bellwether Advisors's Enterprise Products Partners position peaked at $463K in Q3 2021.
1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Bellwether Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.