Clear Perspective Advisors’s Enterprise Products Partners EPD Stock Holding History

Clear Perspective Advisors’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	$245K	Hold	11,150	–	–	0.07%	154
2021 Q3	$241K	Hold	11,150	–	–	0.08%	149
2021 Q2	$269K	Hold	11,150	–	–	0.09%	134
2021 Q1	$246K	Sell	11,150 -645	-5%	-$14.2K	0.1%	137
2020 Q4	$231K	Hold	11,795	–	–	0.09%	132
2020 Q3	$400	Hold	11,795	–	–	0.19%	87
2020 Q2	$214K	Buy	11,795 +160	+1%	+$2.86K	0.12%	114
2020 Q1	$166K	Buy	+11,635	New	+$270K	0.11%	110
2018 Q3	–	Sell	-1,470	Closed	-$41K	–	229
2018 Q2	$41K	Hold	1,470	–	–	0.03%	269
2018 Q1	$36K	Hold	1,470	–	–	0.03%	259
2017 Q4	$39K	Hold	1,470	–	–	0.03%	250
2017 Q3	$38K	Hold	1,470	–	–	0.03%	250
2017 Q2	$40K	Hold	1,470	–	–	0.03%	244
2017 Q1	$41K	Buy	1,470 +140	+11%	+$3.91K	0.03%	226
2016 Q4	$36K	Buy	+1,330	New	+$34.6K	0.02%	227

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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 $6.22B AUM 18.97% 1-Year Est. Return

Clear Perspective Advisors's EPD Position: Q4 2021 in Review

Clear Perspective Advisors held its Enterprise Products Partners (EPD) position steady in Q4 2021 at 11,150 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #154.

Clear Perspective Advisors first reported a position in EPD in Q4 2016 and has held it in 15 quarters since. The position peaked at $269K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

Clear Perspective Advisors held 11,150 shares of Enterprise Products Partners worth $245K as of Q4 2021.
Clear Perspective Advisors left its Enterprise Products Partners share count unchanged in Q4 2021.
Enterprise Products Partners made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #154 holding.
Clear Perspective Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 15 quarters since.
Clear Perspective Advisors's Enterprise Products Partners position peaked at $269K in Q2 2021.
1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.