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

Legacy 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
Q4 		– Sell
-10,000
Closed -$238K – 246
2022
Q3 		$238K Hold
10,000
– – 0.06% 190
2022
Q2 		$244K Hold
10,000
– – 0.06% 177
2022
Q1 		$258K Hold
10,000
– – 0.06% 190
2021
Q4 		$220K Hold
10,000
– – 0.05% 191
2021
Q3 		$216K Hold
10,000
– – 0.05% 170
2021
Q2 		$241K Hold
10,000
– – 0.06% 148
2021
Q1 		$220K Sell
10,000
-1,072
-10% -$23.6K 0.06% 142
2020
Q4 		$217K Buy
+11,072
New +$206K 0.06% 135
2019
Q2 		– Sell
-1,072
Closed -$31K – 351
2019
Q1 		$31K Hold
1,072
– – 0.01% 365
2018
Q4 		$26K Hold
1,072
– – 0.01% 355
2018
Q3 		$30K Hold
1,072
– – 0.01% 310
2018
Q2 		$30K Hold
1,072
– – 0.01% 316
2018
Q1 		$27K Hold
1,072
– – 0.01% 316
2017
Q4 		$28K Buy
+1,072
New +$27.1K 0.01% 316

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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

Legacy Financial Advisors's EPD Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 10,000 shares — an estimated $238K sold.

Legacy Financial Advisors first reported a position in EPD in Q4 2017 and held it in 14 quarters. The position peaked at $258K in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Legacy Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,000 Enterprise Products Partners shares in Q4 2022, an estimated $238K.
  • Legacy Financial Advisors first reported a position in Enterprise Products Partners in Q4 2017 and held it in 14 quarters.
  • Legacy Financial Advisors's Enterprise Products Partners position peaked at $258K in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.