IBEX Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

IBEX Wealth 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
2021 Q4	–	Sell	-100	Closed	-$2K	–	257
2021 Q3	$2K	Buy	+100	New	+$2.27K	﹤0.01%	426
2019 Q4	–	Sell	-98,941	Closed	-$2.83M	–	105
2019 Q3	$2.83M	Buy	98,941 +2,148	+2%	+$62.5K	0.94%	48
2019 Q2	$2.79M	Buy	96,793 +1,430	+1%	+$41.2K	0.81%	45
2019 Q1	$2.77M	Buy	95,363 +10,644	+13%	+$297K	0.97%	36
2018 Q4	$2.08M	Buy	84,719 +2,735	+3%	+$73.2K	0.95%	37
2018 Q3	$2.39M	Sell	81,984 -14,407	-15%	-$416K	0.85%	53
2018 Q2	$2.36M	Hold	96,391	–	–	0.94%	50
2018 Q1	$2.36M	Buy	+96,391	New	+$2.57M	0.96%	49
2017 Q4	–	Sell	-95,457	Closed	-$2.52M	–	99
2017 Q3	$2.52M	Sell	95,457 -767	-0.8%	-$20.3K	0.93%	47
2017 Q2	$2.61M	Buy	+96,224	New	+$2.61M	1.03%	41
2017 Q1	–	Sell	-74,549	Closed	-$2.08M	–	163
2016 Q4	$2.08M	Buy	+74,549	New	+$1.94M	0.99%	38

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 21.71% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EIP

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

IBEX Wealth Advisors's EPD Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in EPD in Q4 2016 and held it in 11 quarters. The position peaked at $2.83M in Q3 2019. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

IBEX Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 100 Enterprise Products Partners shares in Q4 2021, an estimated $2K.
IBEX Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2016 and held it in 11 quarters.
IBEX Wealth Advisors's Enterprise Products Partners position peaked at $2.83M in Q3 2019.
1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.