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

Doyle 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
2022
Q3 		– Sell
-9,839
Closed -$240K – 210
2022
Q2 		$240K Sell
9,839
-381
-4% -$10K 0.02% 192
2022
Q1 		$264K Buy
10,220
+477
+5% +$11.6K 0.02% 209
2021
Q4 		$214K Sell
9,743
-1,080
-10% -$24.2K 0.02% 219
2021
Q3 		$234K Sell
10,823
-104
-1% -$2.36K 0.02% 205
2021
Q2 		$264K Sell
10,927
-203
-2% -$4.8K 0.02% 193
2021
Q1 		$245K Sell
11,130
-4,025
-27% -$88.5K 0.02% 189
2020
Q4 		$297K Buy
15,155
+3,407
+29% +$63.4K 0.03% 168
2020
Q3 		$186K Sell
11,748
-2,197
-16% -$38.5K 0.02% 184
2020
Q2 		$253K Sell
13,945
-824
-6% -$14.7K 0.03% 155
2020
Q1 		$211K Buy
14,769
+2,690
+22% +$62.5K 0.03% 170
2019
Q4 		$340K Buy
12,079
+286
+2% +$7.75K 0.04% 147
2019
Q3 		$337K Sell
11,793
-145
-1% -$4.22K 0.05% 147
2019
Q2 		$345K Buy
11,938
+32
+0.3% +$922 0.05% 141
2019
Q1 		$342K Sell
11,906
-7,832
-40% -$219K 0.05% 138
2018
Q4 		$485K Buy
19,738
+6,897
+54% +$185K 0.08% 102
2018
Q3 		$369K Sell
12,841
-486
-4% -$14K 0.06% 135
2018
Q2 		$369K Buy
13,327
+5,033
+61% +$138K 0.06% 129
2018
Q1 		$203K Sell
8,294
-4,929
-37% -$131K 0.03% 159
2017
Q4 		$351K Buy
13,223
+3,983
+43% +$101K 0.06% 121
2017
Q3 		$241K Buy
9,240
+463
+5% +$12.2K 0.04% 135
2017
Q2 		$238K Sell
8,777
-2,139
-20% -$58K 0.04% 125
2017
Q1 		$301K Buy
+10,916
New +$305K 0.06% 107

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Doyle Wealth Management's EPD Position: Q3 2022 in Review

Doyle Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 9,839 shares — an estimated $240K sold.

Doyle Wealth Management first reported a position in EPD in Q1 2017 and held it in 22 quarters. The position peaked at $485K in Q4 2018. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Doyle Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 9,839 Enterprise Products Partners shares in Q3 2022, an estimated $240K.
  • Doyle Wealth Management first reported a position in Enterprise Products Partners in Q1 2017 and held it in 22 quarters.
  • Doyle Wealth Management's Enterprise Products Partners position peaked at $485K in Q4 2018.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.