Guerra Pan Advisors’s Enterprise Products Partners EPD Stock Holding History

Guerra Pan Advisors’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	-9,500	Closed	-$250K	–	106
2023 Q4	$250K	Hold	9,500	–	–	0.24%	94
2023 Q3	$260K	Hold	9,500	–	–	0.3%	78
2023 Q2	$250K	Hold	9,500	–	–	0.28%	88
2023 Q1	$246K	Hold	9,500	–	–	0.31%	81
2022 Q4	$229K	Hold	9,500	–	–	0.31%	80
2022 Q3	$237K	Hold	9,500	–	–	0.35%	77
2022 Q2	$254K	Hold	9,500	–	–	0.31%	78
2022 Q1	$249K	Hold	9,500	–	–	0.3%	81
2021 Q4	$209K	Buy	+9,500	New	+$213K	0.21%	105

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

Guerra Pan Advisors's EPD Position: Q1 2024 in Review

Guerra Pan Advisors sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 9,500 shares — an estimated $250K sold.

Guerra Pan Advisors first reported a position in EPD in Q4 2021 and held it in 9 quarters. The position peaked at $260K in Q3 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Guerra Pan Advisors reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
Guerra Pan Advisors sold 9,500 Enterprise Products Partners shares in Q1 2024, an estimated $250K.
Guerra Pan Advisors first reported a position in Enterprise Products Partners in Q4 2021 and held it in 9 quarters.
Guerra Pan Advisors's Enterprise Products Partners position peaked at $260K in Q3 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Guerra Pan Advisors's 13F filing for Q1 2024, filed 13 May 2024.