HC Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

HC Financial 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
2022 Q2	$30K	Hold	1,216	–	–	0.02%	154
2022 Q1	$31K	Hold	1,216	–	–	0.02%	163
2021 Q4	$27K	Sell	1,216 -434	-26%	-$9.73K	0.02%	179
2021 Q3	$36K	Sell	1,650 -2,750	-63%	-$62.5K	0.02%	150
2021 Q2	$106K	Hold	4,400	–	–	0.06%	99
2021 Q1	$97K	Hold	4,400	–	–	0.06%	102
2020 Q4	$86K	Sell	4,400 -1,000	-19%	-$18.6K	0.06%	106
2020 Q3	$85K	Sell	5,400 -1,360	-20%	-$23.8K	0.06%	94
2020 Q2	$123K	Sell	6,760 -1,911	-22%	-$34.2K	0.1%	77
2020 Q1	$124K	Hold	8,671	–	–	0.11%	76
2019 Q4	$244K	Buy	+8,671	New	+$235K	0.19%	68

Other funds holding EPD

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

EIP

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

HC Financial Advisors's EPD Position: Q2 2022 in Review

HC Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2022 at 1,216 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #154.

HC Financial Advisors first reported a position in EPD in Q4 2019 and has held it in 11 quarters since. The position peaked at $244K in Q4 2019. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

HC Financial Advisors held 1,216 shares of Enterprise Products Partners worth $30K as of Q2 2022.
HC Financial Advisors left its Enterprise Products Partners share count unchanged in Q2 2022.
Enterprise Products Partners made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #154 holding.
HC Financial Advisors first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 11 quarters since.
HC Financial Advisors's Enterprise Products Partners position peaked at $244K in Q4 2019.
1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.