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Financial Advocates Investment Management’s Enterprise Products Partners EPD Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-10,764
Closed -$334K – 216
2025
Q2 		$334K Sell
10,764
-2,840
-21% -$88.5K 0.03% 471
2025
Q1 		$464K Sell
13,604
-1,520
-10% -$50.6K 0.03% 444
2024
Q4 		$474K Buy
15,124
+285
+2% +$8.76K 0.03% 464
2024
Q3 		$432K Buy
14,839
+101
+0.7% +$2.95K 0.02% 504
2024
Q2 		$427K Sell
14,738
-6,426
-30% -$184K 0.03% 471
2024
Q1 		$618K Buy
21,164
+210
+1% +$5.77K 0.04% 415
2023
Q4 		$552K Sell
20,954
-932
-4% -$24.8K 0.04% 408
2023
Q3 		$599K Buy
21,886
+2,742
+14% +$73.3K 0.04% 368
2023
Q2 		$504K Sell
19,144
-734
-4% -$19.2K 0.04% 407
2023
Q1 		$515K Sell
19,878
-5,854
-23% -$150K 0.04% 424
2022
Q4 		$621K Sell
25,732
-7,069
-22% -$174K 0.05% 404
2022
Q3 		$782K Buy
32,801
+6,826
+26% +$176K 0.06% 307
2022
Q2 		$633K Sell
25,975
-2,426
-9% -$63.8K 0.05% 353
2022
Q1 		$733K Buy
28,401
+6,402
+29% +$155K 0.05% 361
2021
Q4 		$499K Sell
21,999
-6,143
-22% -$138K 0.03% 488
2021
Q3 		$609K Sell
28,142
-82
-0.3% -$1.86K 0.04% 434
2021
Q2 		$681K Buy
28,224
+4,119
+17% +$97.5K 0.05% 410
2021
Q1 		$530K Buy
24,105
+1,401
+6% +$30.8K 0.04% 470
2020
Q4 		$445K Buy
22,704
+3,143
+16% +$58.5K 0.03% 473
2020
Q3 		$308K Sell
19,561
-3,008
-13% -$52.7K 0.03% 473
2020
Q2 		$410K Buy
22,569
+3,475
+18% +$62.1K 0.04% 396
2020
Q1 		$273K Sell
19,094
-567
-3% -$13.2K 0.04% 375
2019
Q4 		$553K Buy
19,661
+4,437
+29% +$120K 0.06% 294
2019
Q3 		$435K Buy
15,224
+269
+2% +$7.83K 0.05% 315
2019
Q2 		$432K Sell
14,955
-875
-6% -$25.2K 0.05% 316
2019
Q1 		$461K Buy
15,830
+319
+2% +$8.91K 0.06% 286
2018
Q4 		$381K Buy
15,511
+13,403
+636% +$359K 0.05% 292
2018
Q3 		$511K Sell
2,108
-7,755
-79% -$224K 0.06% 281
2018
Q2 		$270K Buy
9,863
+150
+2% +$4.1K 0.03% 397
2018
Q1 		$238K Buy
9,713
+1,437
+17% +$38.3K 0.03% 416
2017
Q4 		$219K Buy
+8,276
New +$210K 0.03% 435

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Financial Advocates Investment Management's EPD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 10,764 shares — an estimated $334K sold.

Financial Advocates Investment Management first reported a position in EPD in Q4 2017 and held it in 31 quarters. The position peaked at $782K in Q3 2022. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,764 Enterprise Products Partners shares in Q3 2025, an estimated $334K.
  • Financial Advocates Investment Management first reported a position in Enterprise Products Partners in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Enterprise Products Partners position peaked at $782K in Q3 2022.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.