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Mariner Independent Advisor Network’s Enterprise Products Partners EPD Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$4.93M Sell
207,359
-746
-0.4% -$19.2K 0.21% 121
2022
Q2 		$5.11M Buy
208,105
+153,040
+278% +$4.03M 0.22% 114
2022
Q1 		$1.43M Buy
55,065
+18,961
+53% +$460K 0.05% 312
2021
Q4 		$815K Sell
36,104
-12,240
-25% -$275K 0.04% 355
2021
Q3 		$1.05M Buy
48,344
+5,107
+12% +$116K 0.05% 324
2021
Q2 		$1.04M Buy
43,237
+23,642
+121% +$560K 0.05% 333
2021
Q1 		$431K Buy
19,595
+8,336
+74% +$183K 0.02% 377
2020
Q4 		$221K Buy
+11,259
New +$210K 0.01% 400
2020
Q3 		– Sell
-12,044
Closed -$216K – 313
2020
Q2 		$216K Sell
12,044
-10,072
-46% -$180K 0.02% 313
2020
Q1 		$305K Buy
22,116
+2,396
+12% +$55.6K 0.03% 325
2019
Q4 		$555K Buy
19,720
+974
+5% +$26.4K 0.04% 303
2019
Q3 		$535K Sell
18,746
-3,106
-14% -$90.4K 0.04% 311
2019
Q2 		$633K Buy
21,852
+2,244
+11% +$64.7K 0.05% 291
2019
Q1 		$573K Buy
19,608
+233
+1% +$6.51K 0.05% 290
2018
Q4 		$515K Buy
19,375
+5,502
+40% +$147K 0.05% 291
2018
Q3 		$392K Buy
+13,873
New +$401K 0.05% 201
2018
Q2 		– Sell
-65,871
Closed -$1.61M – 193
2018
Q1 		$1.61M Buy
65,871
+1,040
+2% +$27.7K 0.1% 164
2017
Q4 		$1.72M Buy
+64,831
New +$1.64M 0.18% 130
2017
Q1 		– Sell
-12,440
Closed -$336K – 275
2016
Q4 		$336K Sell
12,440
-1,040
-8% -$27.1K 0.05% 145
2016
Q3 		$372K Buy
+13,480
New +$372K 0.05% 146
2015
Q4 		– Sell
-12,061
Closed -$300K – 97
2015
Q3 		$300K Buy
+12,061
New +$335K 0.12% 117
2015
Q1 		– Sell
-8,090
Closed -$292K – 102
2014
Q4 		$292K Buy
8,090
+2,940
+57% +$109K 0.14% 125
2014
Q3 		$208K Hold
5,150
– – 0.11% 128
2014
Q2 		$202K Buy
+5,150
New +$190K 0.1% 131

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 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mariner Independent Advisor Network's EPD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Enterprise Products Partners (EPD) stake by 0.36% in Q3 2022, selling an estimated $19.2K and leaving 207,359 shares worth $4.93M. The position accounts for 0.21% of the portfolio, ranked #121.

Mariner Independent Advisor Network first reported a position in EPD in Q2 2014 and has held it in 24 quarters since. The position peaked at $5.11M in Q2 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Mariner Independent Advisor Network held 207,359 shares of Enterprise Products Partners worth $4.93M as of Q3 2022.
  • Mariner Independent Advisor Network sold 746 Enterprise Products Partners shares in Q3 2022, an estimated $19.2K.
  • Enterprise Products Partners made up 0.21% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #121 holding.
  • Mariner Independent Advisor Network first reported a position in Enterprise Products Partners in Q2 2014 and has held it in 24 quarters since.
  • Mariner Independent Advisor Network's Enterprise Products Partners position peaked at $5.11M in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.