Global Financial Private Client’s Enterprise Products Partners EPD Stock Holding History

Global Financial Private Client’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 Q1	–	Sell	-1,159	Closed	-$30.5K	–	707
2023 Q4	$30.5K	Buy	1,159 +745	+180%	+$19.8K	0.01%	343
2023 Q3	$11.3K	Hold	414	–	–	0.01%	422
2023 Q2	$11K	Hold	414	–	–	0.01%	425
2023 Q1	$10.8K	Hold	414	–	–	0.01%	439
2022 Q4	$9.99K	Hold	414	–	–	0.01%	427
2022 Q3	$10K	Hold	414	–	–	0.01%	408
2022 Q2	$10.2K	Hold	414	–	–	0.01%	398
2022 Q1	$10.7K	Hold	414	–	–	0.01%	400
2021 Q4	$9.09K	Hold	414	–	–	﹤0.01%	405
2021 Q3	$9.03K	Hold	414	–	–	﹤0.01%	364
2021 Q2	$10.1K	Hold	414	–	–	0.01%	363
2021 Q1	$9.22K	Hold	414	–	–	0.01%	321
2020 Q4	$8.11K	Hold	414	–	–	0.01%	319
2020 Q3	$6.49K	Hold	414	–	–	0.01%	328
2020 Q2	$7.42K	Sell	414 -100	-19%	-$1.79K	0.01%	362
2020 Q1	$7.09K	Hold	514	–	–	0.01%	373
2019 Q4	$14.5K	Buy	+514	New	+$13.9K	0.01%	357

Other funds holding EPD

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Global Financial Private Client's EPD Position: Q1 2024 in Review

Global Financial Private Client sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 1,159 shares — an estimated $30.5K sold.

Global Financial Private Client first reported a position in EPD in Q4 2019 and held it in 17 quarters. The position peaked at $30.5K in Q4 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Global Financial Private Client reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
Global Financial Private Client sold 1,159 Enterprise Products Partners shares in Q1 2024, an estimated $30.5K.
Global Financial Private Client first reported a position in Enterprise Products Partners in Q4 2019 and held it in 17 quarters.
Global Financial Private Client's Enterprise Products Partners position peaked at $30.5K in Q4 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Global Financial Private Client's 13F filing for Q1 2024, filed 16 May 2024.