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Benjamin F. Edwards & Company’s Enterprise Products Partners EPD Stock Holding History

Benjamin F. Edwards & 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
Q2 		$121K Sell
4,187
-1,200
-22% -$34.4K ﹤0.01% 1054
2024
Q1 		$157K Sell
5,387
-1,943
-27% -$53.3K ﹤0.01% 973
2023
Q4 		$193K Sell
7,330
-508
-6% -$13.5K ﹤0.01% 891
2023
Q3 		$215K Hold
7,838
– – 0.01% 712
2023
Q2 		$207K Hold
7,838
– – 0.01% 722
2023
Q1 		$203K Sell
7,838
-6,651
-46% -$171K 0.01% 716
2022
Q4 		$349K Buy
14,489
+421
+3% +$10.4K 0.02% 562
2022
Q3 		$335K Buy
14,068
+725
+5% +$18.7K 0.02% 526
2022
Q2 		$325K Buy
13,343
+9,805
+277% +$258K 0.02% 536
2022
Q1 		$91K Sell
3,538
-825
-19% -$20K ﹤0.01% 888
2021
Q4 		$96K Buy
4,363
+1,906
+78% +$42.8K ﹤0.01% 889
2021
Q3 		$53K Hold
2,457
– – ﹤0.01% 1007
2021
Q2 		$59K Sell
2,457
-1,100
-31% -$26K ﹤0.01% 979
2021
Q1 		$78K Sell
3,557
-1,750
-33% -$38.5K ﹤0.01% 895
2020
Q4 		$104K Sell
5,307
-1,104
-17% -$20.6K 0.01% 779
2020
Q3 		$101K Sell
6,411
-48
-0.7% -$841 0.01% 733
2020
Q2 		$117K Sell
6,459
-2,525
-28% -$45.2K 0.01% 695
2020
Q1 		$128K Sell
8,984
-936
-9% -$21.7K 0.01% 623
2019
Q4 		$279K Sell
9,920
-3,253
-25% -$88.2K 0.02% 522
2019
Q3 		$376K Sell
13,173
-40
-0.3% -$1.17K 0.03% 418
2019
Q2 		$381K Sell
13,213
-1,380
-9% -$39.8K 0.03% 404
2019
Q1 		$425K Sell
14,593
-600
-4% -$16.8K 0.04% 364
2018
Q4 		$374K Buy
15,193
+3,236
+27% +$86.6K 0.04% 352
2018
Q3 		$344K Buy
11,957
+863
+8% +$24.9K 0.03% 401
2018
Q2 		$307K Buy
11,094
+2,702
+32% +$73.9K 0.03% 421
2018
Q1 		$205K Buy
8,392
+2,880
+52% +$76.7K 0.02% 503
2017
Q4 		$146K Sell
5,512
-9,067
-62% -$230K 0.02% 562
2017
Q3 		$380K Buy
14,579
+116
+0.8% +$3.07K 0.05% 322
2017
Q2 		$392K Buy
14,463
+5,115
+55% +$139K 0.05% 313
2017
Q1 		$258K Buy
9,348
+300
+3% +$8.38K 0.04% 367
2016
Q4 		$245K Buy
9,048
+657
+8% +$17.1K 0.04% 333
2016
Q3 		$232K Buy
8,391
+8,084
+2,633% +$223K 0.04% 313
2016
Q2 		$9K Hold
307
– – ﹤0.01% 816
2016
Q1 		$8K Hold
307
– – ﹤0.01% 843
2015
Q4 		$8K Sell
307
-629
-67% -$16.3K ﹤0.01% 879
2015
Q3 		$23K Sell
936
-84
-8% -$2.33K 0.01% 678
2015
Q2 		$30K Sell
1,020
-349
-25% -$11.4K 0.01% 691
2015
Q1 		$45K Buy
1,369
+43
+3% +$1.44K 0.01% 586
2014
Q4 		$48K Sell
1,326
-894
-40% -$33.1K 0.01% 523
2014
Q3 		$89K Buy
2,220
+400
+22% +$15.7K 0.02% 413
2014
Q2 		$71K Sell
1,820
-1,460
-45% -$53.9K 0.02% 431
2014
Q1 		$114K Buy
3,280
+860
+36% +$28.5K 0.03% 347
2013
Q4 		$80K Buy
2,420
+250
+12% +$7.79K 0.03% 377
2013
Q3 		$66K Buy
2,170
+600
+38% +$18.3K 0.02% 359
2013
Q2 		$49K Buy
+1,570
New +$47.6K 0.02% 365

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Benjamin F. Edwards & Company's EPD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Enterprise Products Partners (EPD) stake by 22% in Q2 2024, selling an estimated $34.4K and leaving 4,187 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Benjamin F. Edwards & Company first reported a position in EPD in Q2 2013 and has held it in 45 quarters since. The position peaked at $425K in Q1 2019. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,187 shares of Enterprise Products Partners worth $121K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 1,200 Enterprise Products Partners shares in Q2 2024, an estimated $34.4K.
  • Enterprise Products Partners made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1054 holding.
  • Benjamin F. Edwards & Company first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Enterprise Products Partners position peaked at $425K in Q1 2019.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.