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Lineweaver Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lineweaver Wealth 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
2021
Q4 		– Sell
-15,648
Closed -$338K – 138
2021
Q3 		$338K Buy
15,648
+852
+6% +$19.4K 0.1% 101
2021
Q2 		$357K Buy
14,796
+188
+1% +$4.45K 0.12% 87
2021
Q1 		$321K Buy
+14,608
New +$321K 0.11% 87

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 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 $6.36B AUM 17.8% 1-Year Est. Return

Lineweaver Wealth Advisors's EPD Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 15,648 shares — an estimated $338K sold.

Lineweaver Wealth Advisors first reported a position in EPD in Q1 2021 and held it in 3 quarters. The position peaked at $357K in Q2 2021. 1,109 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 15,648 Enterprise Products Partners shares in Q4 2021, an estimated $338K.
  • Lineweaver Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2021 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Enterprise Products Partners position peaked at $357K in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.