Castle Financial & Retirement Planning Associates’s Enterprise Products Partners EPD Stock Holding History

Castle Financial & Retirement Planning Associates’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	$22K	Buy	+921	New	+$20.7K	0.07%	54

Other funds holding EPD

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 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 $6.36B AUM 17.8% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's EPD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Enterprise Products Partners (EPD) in Q4 2021: 921 shares worth $22K. The stake represents 0.07% of the portfolio and ranks #54 among its holdings.

1,109 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 921 shares of Enterprise Products Partners worth $22K as of Q4 2021.
Enterprise Products Partners was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Enterprise Products Partners made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #54 holding.
1,109 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.