Gilliland Jeter Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Gilliland Jeter 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
2024 Q4	–	Sell	-4,736	Closed	-$138K	–	311
2024 Q3	$138K	Buy	4,736 +36	+0.8%	+$1.05K	0.04%	192
2024 Q2	$136K	Buy	4,700 +2,000	+74%	+$57.3K	0.05%	190
2024 Q1	$78.8K	Buy	+2,700	New	+$74.1K	0.03%	242

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gilliland Jeter Wealth Management's EPD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 4,736 shares — an estimated $138K sold.

Gilliland Jeter Wealth Management first reported a position in EPD in Q1 2024 and held it in 3 quarters. The position peaked at $138K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 4,736 Enterprise Products Partners shares in Q4 2024, an estimated $138K.
Gilliland Jeter Wealth Management first reported a position in Enterprise Products Partners in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's Enterprise Products Partners position peaked at $138K in Q3 2024.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.