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

Liberty 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
2021
Q4 		– Sell
-632
Closed -$14K – 444
2021
Q3 		$14K Buy
+632
New +$14.4K 0.01% 736
2020
Q3 		– Sell
-46
Closed -$1K – 881
2020
Q2 		$1K Hold
46
– – ﹤0.01% 778
2020
Q1 		$1K Buy
46
+9
+24% +$209 ﹤0.01% 790
2019
Q4 		$1K Hold
37
– – ﹤0.01% 820
2019
Q3 		$1K Sell
37
-589
-94% -$17.1K ﹤0.01% 785
2019
Q2 		$18K Buy
626
+580
+1,261% +$16.7K 0.02% 427
2019
Q1 		$1K Hold
46
– – ﹤0.01% 668
2018
Q4 		$1K Buy
+46
New +$1.23K ﹤0.01% 706

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
CIBC Private Wealth Group
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

Liberty Wealth Management's EPD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 632 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in EPD in Q4 2018 and held it in 8 quarters. The position peaked at $18K in Q2 2019. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 632 Enterprise Products Partners shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Enterprise Products Partners position peaked at $18K in Q2 2019.
  • 1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.