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McGlone Suttner Wealth Management’s Enterprise Products Partners EPD Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-2,642
Closed -$69.6K – 356
2023
Q4 		$69.6K Buy
+2,642
New +$70.4K 0.01% 248

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American Century Companies
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Fayez Sarofim & Co
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Neuberger Berman Group
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EIP
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

McGlone Suttner Wealth Management's EPD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 2,642 shares — an estimated $69.6K sold.

McGlone Suttner Wealth Management first reported a position in EPD in Q4 2023 and held it in 1 quarter. The position peaked at $69.6K in Q4 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,642 Enterprise Products Partners shares in Q1 2024, an estimated $69.6K.
  • McGlone Suttner Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Enterprise Products Partners position peaked at $69.6K in Q4 2023.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.