IMA Advisory Services’s Enterprise Products Partners EPD Stock Holding History

IMA Advisory Services’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
2023 Q1	–	Sell	-5,433	Closed	-$131K	–	323
2022 Q4	$131K	Buy	5,433 +101	+2%	+$2.49K	0.03%	150
2022 Q3	$127K	Buy	5,332 +92	+2%	+$2.37K	0.03%	148
2022 Q2	$128K	Buy	5,240 +91	+2%	+$2.39K	0.03%	158
2022 Q1	$133K	Buy	5,149 +96	+2%	+$2.33K	0.03%	135
2021 Q4	$111K	Buy	5,053 +96	+2%	+$2.15K	0.02%	150
2021 Q3	$107K	Buy	4,957 +97	+2%	+$2.2K	0.03%	144
2021 Q2	$117K	Buy	4,860 +90	+2%	+$2.13K	0.03%	141
2021 Q1	$105K	Buy	4,770 +97	+2%	+$2.13K	0.03%	140
2020 Q4	$92K	Buy	4,673 +110	+2%	+$2.05K	0.03%	136
2020 Q3	$72K	Buy	4,563 +106	+2%	+$1.86K	0.02%	144
2020 Q2	$81K	Buy	4,457 +112	+3%	+$2K	0.03%	139
2020 Q1	$62K	Buy	4,345 +71	+2%	+$1.65K	0.03%	139
2019 Q4	$120K	Buy	+4,274	New	+$116K	0.04%	122

Other funds holding EPD

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

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

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

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

EIP

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

IMA Advisory Services's EPD Position: Q1 2023 in Review

IMA Advisory Services sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 5,433 shares — an estimated $131K sold.

IMA Advisory Services first reported a position in EPD in Q4 2019 and held it in 13 quarters. The position peaked at $133K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

IMA Advisory Services reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 5,433 Enterprise Products Partners shares in Q1 2023, an estimated $131K.
IMA Advisory Services first reported a position in Enterprise Products Partners in Q4 2019 and held it in 13 quarters.
IMA Advisory Services's Enterprise Products Partners position peaked at $133K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.