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Frontier Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Frontier Wealth 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
2022
Q2 		$566K Hold
23,208
– – 0.04% 226
2022
Q1 		$614K Hold
23,208
– – 0.01% 225
2021
Q4 		$510K Hold
23,208
– – 0.03% 262
2021
Q3 		$502K Buy
23,208
+200
+0.9% +$4.54K 0.03% 267
2021
Q2 		$555K Buy
23,008
+500
+2% +$11.8K 0.04% 252
2021
Q1 		$496K Sell
22,508
-5,060
-18% -$111K 0.04% 242
2020
Q4 		$540K Hold
27,568
– – 0.04% 215
2020
Q3 		$435K Buy
27,568
+470
+2% +$8.23K 0.04% 238
2020
Q2 		$492K Buy
27,098
+4,000
+17% +$71.5K 0.05% 212
2020
Q1 		$330K Buy
23,098
+144
+0.6% +$3.35K 0.05% 213
2019
Q4 		$646K Sell
22,954
-1,650
-7% -$44.7K 0.1% 148
2019
Q3 		$703K Hold
24,604
– – 0.1% 154
2019
Q2 		$710K Hold
24,604
– – 0.1% 150
2019
Q1 		$716K Sell
24,604
-4,802
-16% -$134K 0.1% 179
2018
Q4 		$723K Hold
29,406
– – 0.11% 164
2018
Q3 		$845K Buy
29,406
+4,802
+20% +$139K 0.08% 167
2018
Q2 		$681K Buy
24,604
+1,340
+6% +$36.6K 0.1% 178
2018
Q1 		$570K Buy
23,264
+10,710
+85% +$285K 0.08% 211
2017
Q4 		$333K Sell
12,554
-1,450
-10% -$36.7K 0.05% 258
2017
Q3 		$365K Sell
14,004
-1,620
-10% -$42.8K 0.05% 268
2017
Q2 		$423K Hold
15,624
– – 0.06% 249
2017
Q1 		$431K Sell
15,624
-6,000
-28% -$168K 0.07% 246
2016
Q4 		$585K Sell
21,624
-13,690
-39% -$357K 0.1% 197
2016
Q3 		$976K Buy
35,314
+4,988
+16% +$138K 0.15% 145
2016
Q2 		$887K Sell
30,326
-3,240
-10% -$87K 0.14% 148
2016
Q1 		$826K Sell
33,566
-1,790
-5% -$41.7K 0.07% 158
2015
Q4 		$904K Sell
35,356
-9,710
-22% -$252K 0.15% 147
2015
Q3 		$1.12M Buy
45,066
+2,220
+5% +$61.6K 0.18% 122
2015
Q2 		$1.28M Buy
42,846
+35,096
+453% +$1.15M 0.2% 107
2015
Q1 		$255K Hold
7,750
– – 0.04% 251
2014
Q4 		$280K Buy
+7,750
New +$287K 0.05% 198

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Frontier Wealth Management's EPD Position: Q2 2022 in Review

Frontier Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2022 at 23,208 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #226.

Frontier Wealth Management first reported a position in EPD in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.28M in Q2 2015. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

  • Frontier Wealth Management held 23,208 shares of Enterprise Products Partners worth $566K as of Q2 2022.
  • Frontier Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2022.
  • Enterprise Products Partners made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #226 holding.
  • Frontier Wealth Management first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Enterprise Products Partners position peaked at $1.28M in Q2 2015.
  • 1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.