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Fiduciary Planning’s Enterprise Products Partners EPD Stock Holding History

Fiduciary Planning’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 		– Sell
-30,148
Closed -$652K – 53
2021
Q3 		$652K Buy
30,148
+676
+2% +$15.4K 0.35% 45
2021
Q2 		$711K Buy
29,472
+687
+2% +$16.3K 0.61% 34
2021
Q1 		$634K Buy
28,785
+588
+2% +$12.9K 0.96% 24
2020
Q4 		$552K Buy
28,197
+666
+2% +$12.4K 0.78% 35
2020
Q3 		$435K Buy
+27,531
New +$482K 0.72% 34

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
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
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
CIBC Private Wealth Group
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

Fiduciary Planning's EPD Position: Q4 2021 in Review

Fiduciary Planning sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 30,148 shares — an estimated $652K sold.

Fiduciary Planning first reported a position in EPD in Q3 2020 and held it in 5 quarters. The position peaked at $711K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

  • Fiduciary Planning reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 30,148 Enterprise Products Partners shares in Q4 2021, an estimated $652K.
  • Fiduciary Planning first reported a position in Enterprise Products Partners in Q3 2020 and held it in 5 quarters.
  • Fiduciary Planning's Enterprise Products Partners position peaked at $711K in Q2 2021.
  • 1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.