MWNA
EPD icon

Marshall Wace North America’s Enterprise Products Partners EPD Stock Holding History

Marshall Wace North America’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
Q3 		$2.81M Sell
129,608
-716,395
-85% -$16.3M 0.01% 653
2021
Q2 		$20.4M Buy
846,003
+667,146
+373% +$15.8M 0.09% 252
2021
Q1 		$3.94M Buy
+178,857
New +$3.93M 0.02% 628
2019
Q4 		– Sell
-166,623
Closed -$4.76M – 1363
2019
Q3 		$4.76M Buy
+166,623
New +$4.85M 0.03% 368
2018
Q2 		– Sell
-38,662
Closed -$946K – 1469
2018
Q1 		$946K Sell
38,662
-368,751
-91% -$9.82M ﹤0.01% 1013
2017
Q4 		$10.8M Buy
+407,413
New +$10.3M 0.06% 362
2017
Q3 		– Sell
-463,004
Closed -$12.5M – 1323
2017
Q2 		$12.5M Buy
+463,004
New +$12.5M 0.09% 269

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AA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
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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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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