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ERTS Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

ERTS Wealth 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
2023
Q2 		– Sell
-14,384
Closed -$373K – 93
2023
Q1 		$373K Sell
14,384
-3,375
-19% -$86.7K 0.09% 59
2022
Q4 		$428K Hold
17,759
– – 0.11% 60
2022
Q3 		$422K Buy
17,759
+200
+1% +$5.16K 0.12% 52
2022
Q2 		$428K Hold
17,559
– – 0.12% 57
2022
Q1 		$453K Hold
17,559
– – 0.13% 50
2021
Q4 		$384K Hold
17,559
– – 0.09% 59
2021
Q3 		$380K Hold
17,559
– – 0.1% 58
2021
Q2 		$424K Hold
17,559
– – 0.11% 55
2021
Q1 		$387K Hold
17,559
– – 0.11% 57
2020
Q4 		$344K Sell
17,559
-1,408
-7% -$26.2K 0.11% 56
2020
Q3 		$299K Sell
18,967
-2,317
-11% -$40.6K 0.11% 59
2020
Q2 		$387K Sell
21,284
-1,059
-5% -$18.9K 0.16% 56
2020
Q1 		$320K Buy
22,343
+5,738
+35% +$133K 0.15% 64
2019
Q4 		$468K Hold
16,605
– – 0.21% 47
2019
Q3 		$475K Buy
16,605
+2,485
+18% +$72.4K 0.24% 43
2019
Q2 		$408K Hold
14,120
– – 0.23% 51
2019
Q1 		$411K Buy
14,120
+1,510
+12% +$42.2K 0.24% 52
2018
Q4 		$310K Buy
+12,610
New +$338K 0.22% 56

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 $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fayez Sarofim & Co
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ERTS Wealth Advisors's EPD Position: Q2 2023 in Review

ERTS Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 14,384 shares — an estimated $373K sold.

ERTS Wealth Advisors first reported a position in EPD in Q4 2018 and held it in 18 quarters. The position peaked at $475K in Q3 2019. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • ERTS Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • ERTS Wealth Advisors sold 14,384 Enterprise Products Partners shares in Q2 2023, an estimated $373K.
  • ERTS Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2018 and held it in 18 quarters.
  • ERTS Wealth Advisors's Enterprise Products Partners position peaked at $475K in Q3 2019.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on ERTS Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.