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CBIZ Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

CBIZ Investment Advisory Services’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
2023
Q1 		– Sell
-9,030
Closed -$218K – 34
2022
Q4 		$218K Hold
9,030
– – 0.08% 27
2022
Q3 		$215K Hold
9,030
– – 0.22% 26
2022
Q2 		$220K Buy
+9,030
New +$238K 0.02% 34

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CBIZ Investment Advisory Services's EPD Position: Q1 2023 in Review

CBIZ Investment Advisory Services sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 9,030 shares — an estimated $218K sold.

CBIZ Investment Advisory Services first reported a position in EPD in Q2 2022 and held it in 3 quarters. The position peaked at $220K in Q2 2022. 1,184 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

  • CBIZ Investment Advisory Services reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 9,030 Enterprise Products Partners shares in Q1 2023, an estimated $218K.
  • CBIZ Investment Advisory Services first reported a position in Enterprise Products Partners in Q2 2022 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Enterprise Products Partners position peaked at $220K in Q2 2022.
  • 1,184 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2023, filed 9 May 2023.