Envestnet Portfolio Solutions’s Enterprise Products Partners EPD Stock Holding History

Envestnet Portfolio Solutions’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	-10,079	Closed	-$293K	–	1745
2024 Q3	$293K	Buy	10,079 +43	+0.4%	+$1.26K	﹤0.01%	1466
2024 Q2	$291K	Sell	10,036 -370	-4%	-$10.6K	﹤0.01%	1396
2024 Q1	$304K	Sell	10,406 -2,827	-21%	-$77.6K	﹤0.01%	1352
2023 Q4	$349K	Buy	13,233 +3,638	+38%	+$96.9K	﹤0.01%	1216
2023 Q3	$263K	Buy	+9,595	New	+$257K	﹤0.01%	1295

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Portfolio Solutions's EPD Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 10,079 shares — an estimated $293K sold.

Envestnet Portfolio Solutions first reported a position in EPD in Q3 2023 and held it in 5 quarters. The position peaked at $349K in Q4 2023. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 10,079 Enterprise Products Partners shares in Q4 2024, an estimated $293K.
Envestnet Portfolio Solutions first reported a position in Enterprise Products Partners in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's Enterprise Products Partners position peaked at $349K in Q4 2023.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.