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Cassady Schiller Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Cassady Schiller 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
Q1 		– Sell
-125
Closed -$3K – 263
2021
Q4 		$3K Buy
+125
New +$2.8K ﹤0.01% 374

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AA
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Cassady Schiller Wealth Management's EPD Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 125 shares — an estimated $3K sold.

Cassady Schiller Wealth Management first reported a position in EPD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 125 Enterprise Products Partners shares in Q1 2022, an estimated $3K.
  • Cassady Schiller Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Enterprise Products Partners position peaked at $3K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.