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Domani Wealth’s Enterprise Products Partners EPD Stock Holding History

Domani Wealth’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 		$2.98M Buy
114,952
+8,700
+8% +$223K 0.69% 24
2022
Q4 		$2.56M Buy
106,252
+120
+0.1% +$2.95K 0.64% 25
2022
Q3 		$2.52M Hold
106,132
– – 0.74% 22
2022
Q2 		$2.59M Hold
106,132
– – 0.71% 24
2022
Q1 		$2.74M Hold
106,132
– – 0.59% 27
2021
Q4 		$2.33M Hold
106,132
– – 0.46% 32
2021
Q3 		$2.3M Hold
106,132
– – 0.48% 29
2021
Q2 		$2.56M Hold
106,132
– – 0.52% 27
2021
Q1 		$2.34M Hold
106,132
– – 0.45% 29
2020
Q4 		$2.08M Hold
106,132
– – 0.42% 30
2020
Q3 		$1.68M Hold
106,132
– – 0.37% 32
2020
Q2 		$1.93M Hold
106,132
– – 0.45% 29
2020
Q1 		$1.52M Hold
106,132
– – 0.41% 32
2019
Q4 		$2.99M Hold
106,132
– – 0.99% 19
2019
Q3 		$3.03M Buy
106,132
+10,050
+10% +$293K 1.1% 19
2019
Q2 		$2.77M Hold
96,082
– – 1.03% 19
2019
Q1 		$2.8M Hold
96,082
– – 1.13% 18
2018
Q4 		$2.36M Hold
96,082
– – 1.1% 20
2018
Q3 		$2.76M Sell
96,082
-20,000
-17% -$578K 1.18% 17
2018
Q2 		$3.21M Sell
116,082
-80,000
-41% -$2.19M 1.47% 16
2018
Q1 		$4.8M Hold
196,082
– – 2.05% 12
2017
Q4 		$5.2M Hold
196,082
– – 2.28% 11
2017
Q3 		$5.11M Sell
196,082
-500
-0.3% -$13.2K 2.2% 10
2017
Q2 		$5.32M Buy
196,582
+81
+0% +$2.19K 2.19% 10
2017
Q1 		$5.42M Sell
196,501
-2,909
-1% -$81.3K 2.2% 10
2016
Q4 		$5.39M Hold
199,410
– – 2.18% 9
2016
Q3 		$5.51M Hold
199,410
– – 2.09% 10
2016
Q2 		$5.83M Sell
199,410
-3,741
-2% -$100K 2.26% 12
2016
Q1 		$5M Buy
203,151
+2,120
+1% +$49.4K 1.89% 12
2015
Q4 		$5.14M Sell
201,031
-1,224
-0.6% -$31.8K 2.01% 12
2015
Q3 		$5.04M Buy
202,255
+615
+0.3% +$17.1K 2.73% 11
2015
Q2 		$6.03M Buy
201,640
+195,017
+2,945% +$6.38M 3.28% 9
2015
Q1 		$201K Buy
+6,623
New +$222K 3.02% 9

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 $5.72T AUM 30.48% 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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Domani Wealth's EPD Position: Q1 2023 in Review

Domani Wealth increased its Enterprise Products Partners (EPD) stake by 8.2% in Q1 2023, buying an estimated $223K and bringing the position to 114,952 shares worth $2.98M. The position accounts for 0.69% of the portfolio, ranked #24.

Domani Wealth first reported a position in EPD in Q1 2015 and has held it in 33 quarters since. The position peaked at $6.03M in Q2 2015. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

  • Domani Wealth held 114,952 shares of Enterprise Products Partners worth $2.98M as of Q1 2023.
  • Domani Wealth bought 8,700 Enterprise Products Partners shares in Q1 2023, an estimated $223K.
  • Enterprise Products Partners made up 0.69% of Domani Wealth's portfolio in Q1 2023, its #24 holding.
  • Domani Wealth first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 33 quarters since.
  • Domani Wealth's Enterprise Products Partners position peaked at $6.03M in Q2 2015.
  • 1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.