Checchi Capital Advisers’s Enterprise Products Partners EPD Stock Holding History

Checchi Capital Advisers’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
2025 Q2	–	Sell	-10,500	Closed	-$358K	–	590
2025 Q1	$358K	Hold	10,500	–	–	0.02%	413
2024 Q4	$329K	Hold	10,500	–	–	0.02%	419
2024 Q3	$306K	Hold	10,500	–	–	0.02%	443
2024 Q2	$304K	Hold	10,500	–	–	0.02%	433
2024 Q1	$306K	Hold	10,500	–	–	0.02%	442
2023 Q4	$277K	Hold	10,500	–	–	0.02%	450
2023 Q3	$287K	Hold	10,500	–	–	0.03%	415
2023 Q2	$277K	Hold	10,500	–	–	0.02%	450
2023 Q1	$272K	Hold	10,500	–	–	0.03%	444
2022 Q4	$253K	Sell	10,500 -1,105	-10%	-$27.2K	0.03%	453
2022 Q3	$276K	Hold	11,605	–	–	0.03%	412
2022 Q2	$310K	Sell	11,605 -19,495	-63%	-$513K	0.03%	415
2022 Q1	$803K	Buy	+31,100	New	+$755K	0.07%	185
2020 Q3	–	Sell	-68,936	Closed	-$1.25M	–	470
2020 Q2	$1.25M	Hold	68,936	–	–	0.15%	99
2020 Q1	$986K	Hold	68,936	–	–	0.09%	99
2019 Q4	$1.94M	Sell	68,936 -714	-1%	-$19.4K	0.26%	69
2019 Q3	$1.99M	Sell	69,650 -4,844	-7%	-$141K	0.26%	62
2019 Q2	$2.15M	Buy	74,494 +6,258	+9%	+$180K	0.27%	55
2019 Q1	$1.99M	Hold	68,236	–	–	0.23%	62
2018 Q4	$1.68M	Buy	+68,236	New	+$1.83M	0.22%	65

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

Checchi Capital Advisers's EPD Position: Q2 2025 in Review

Checchi Capital Advisers sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 10,500 shares — an estimated $358K sold.

Checchi Capital Advisers first reported a position in EPD in Q4 2018 and held it in 20 quarters. The position peaked at $2.15M in Q2 2019. 1,440 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Checchi Capital Advisers reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Checchi Capital Advisers sold 10,500 Enterprise Products Partners shares in Q2 2025, an estimated $358K.
Checchi Capital Advisers first reported a position in Enterprise Products Partners in Q4 2018 and held it in 20 quarters.
Checchi Capital Advisers's Enterprise Products Partners position peaked at $2.15M in Q2 2019.
1,440 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Checchi Capital Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.