First Capital Advisors Group’s Enterprise Products Partners EPD Stock Holding History

First Capital Advisors Group’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	$130K	Buy	+4,925	New	+$129K	0.07%	188
2018 Q4	$200K	Hold	8,140	–	–	0.15%	138
2018 Q3	$234K	Hold	8,140	–	–	0.14%	143
2018 Q2	$225K	Hold	8,140	–	–	0.15%	148
2018 Q1	$199K	Sell	8,140 -1,993	-20%	-$53.1K	0.12%	166
2017 Q4	$269K	Buy	+10,133	New	+$257K	0.17%	137
2017 Q2	–	Sell	-7,520	Closed	-$208K	–	141
2017 Q1	$208K	Buy	+7,520	New	+$210K	0.16%	128

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

First Capital Advisors Group's EPD Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Enterprise Products Partners (EPD) in Q2 2023: 4,925 shares worth $130K. The stake represents 0.07% of the portfolio and ranks #188 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in EPD as recently as Q4 2018.

First Capital Advisors Group first reported a position in EPD in Q1 2017 and has held it in 7 quarters since. The position peaked at $269K in Q4 2017. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

First Capital Advisors Group held 4,925 shares of Enterprise Products Partners worth $130K as of Q2 2023.
Enterprise Products Partners was a new First Capital Advisors Group position in Q2 2023.
Enterprise Products Partners made up 0.07% of First Capital Advisors Group's portfolio in Q2 2023, its #188 holding.
First Capital Advisors Group first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 7 quarters since.
First Capital Advisors Group's Enterprise Products Partners position peaked at $269K in Q4 2017.
1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.