Laidlaw Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Laidlaw Wealth Management’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 Q3	–	Sell	-11,860	Closed	-$313K	–	297
2023 Q2	$313K	Sell	11,860 -210	-2%	-$5.49K	0.06%	259
2023 Q1	$313K	Buy	+12,070	New	+$310K	0.06%	259
2022 Q2	–	Sell	-9,580	Closed	-$247K	–	383
2022 Q1	$247K	Buy	+9,580	New	+$233K	0.04%	329

Other funds holding EPD

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Laidlaw Wealth Management's EPD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 11,860 shares — an estimated $313K sold.

Laidlaw Wealth Management first reported a position in EPD in Q1 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

Laidlaw Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 11,860 Enterprise Products Partners shares in Q3 2023, an estimated $313K.
Laidlaw Wealth Management first reported a position in Enterprise Products Partners in Q1 2022 and held it in 3 quarters.
Laidlaw Wealth Management's Enterprise Products Partners position peaked at $313K in Q1 2023.
1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.