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Cedar Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Cedar 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
2024
Q4 		– Sell
-16,764
Closed -$488K – 206
2024
Q3 		$488K Buy
16,764
+450
+3% +$13.1K 0.15% 70
2024
Q2 		$473K Sell
16,314
-475
-3% -$13.6K 0.15% 74
2024
Q1 		$490K Buy
16,789
+2,540
+18% +$69.7K 0.16% 70
2023
Q4 		$375K Buy
14,249
+750
+6% +$20K 0.14% 72
2023
Q3 		$369K Buy
13,499
+4,050
+43% +$108K 0.15% 75
2023
Q2 		$249K Buy
+9,449
New +$247K 0.1% 93
2019
Q4 		– Sell
-1,750
Closed -$50K – 172
2019
Q3 		$50K Hold
1,750
– – 0.03% 90
2019
Q2 		$51K Hold
1,750
– – 0.03% 105
2019
Q1 		$51K Hold
1,750
– – 0.03% 99
2018
Q4 		$43K Hold
1,750
– – 0.03% 88
2018
Q3 		$50K Sell
1,750
-870
-33% -$25.1K 0.03% 88
2018
Q2 		$72K Sell
2,620
-11,140
-81% -$305K 0.04% 73
2018
Q1 		$337K Buy
13,760
+1,050
+8% +$28K 0.21% 30
2017
Q4 		$337K Buy
12,710
+280
+2% +$7.09K 0.2% 30
2017
Q3 		$324K Buy
12,430
+730
+6% +$19.3K 0.19% 29
2017
Q2 		$317K Hold
11,700
– – 0.21% 28
2017
Q1 		$323K Buy
11,700
+610
+6% +$17K 0.2% 26
2016
Q4 		$300K Buy
+11,090
New +$289K 0.21% 28
2016
Q3 		– Sell
-11,090
Closed -$324K – 121
2016
Q2 		$324K Buy
+11,090
New +$298K 0.21% 18

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cedar Wealth Management's EPD Position: Q4 2024 in Review

Cedar Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 16,764 shares — an estimated $488K sold.

Cedar Wealth Management first reported a position in EPD in Q2 2016 and held it in 19 quarters. The position peaked at $490K in Q1 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Cedar Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 16,764 Enterprise Products Partners shares in Q4 2024, an estimated $488K.
  • Cedar Wealth Management first reported a position in Enterprise Products Partners in Q2 2016 and held it in 19 quarters.
  • Cedar Wealth Management's Enterprise Products Partners position peaked at $490K in Q1 2024.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.