IronBridge Private Wealth’s Enterprise Products Partners EPD Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-11,190	Closed	-$246K	–	107
2021 Q4	$246K	Buy	11,190 +4,000	+56%	+$89.7K	0.13%	35
2021 Q3	$156K	Hold	7,190	–	–	0.08%	39
2021 Q2	$173K	Hold	7,190	–	–	0.1%	39
2021 Q1	$158K	Buy	+7,190	New	+$158K	0.1%	37

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

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

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

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

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

IronBridge Private Wealth's EPD Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 11,190 shares — an estimated $246K sold.

IronBridge Private Wealth first reported a position in EPD in Q1 2021 and held it in 4 quarters. The position peaked at $246K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

IronBridge Private Wealth reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 11,190 Enterprise Products Partners shares in Q1 2022, an estimated $246K.
IronBridge Private Wealth first reported a position in Enterprise Products Partners in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's Enterprise Products Partners position peaked at $246K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.