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

Midwest 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
2022
Q1 		$206K Buy
+7,966
New +$193K 0.13% 96
2021
Q3 		– Sell
-8,595
Closed -$207K – 99
2021
Q2 		$207K Buy
+8,595
New +$203K 0.15% 92

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
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Midwest Wealth Management's EPD Position: Q1 2022 in Review

Midwest Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q1 2022: 7,966 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings. This is a return to the name: Midwest Wealth Management previously reported a position in EPD as recently as Q2 2021.

Midwest Wealth Management first reported a position in EPD in Q2 2021 and has held it in 2 quarters since. The position peaked at $207K in Q2 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • Midwest Wealth Management held 7,966 shares of Enterprise Products Partners worth $206K as of Q1 2022.
  • Enterprise Products Partners was a new Midwest Wealth Management position in Q1 2022.
  • Enterprise Products Partners made up 0.13% of Midwest Wealth Management's portfolio in Q1 2022, its #96 holding.
  • Midwest Wealth Management first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 2 quarters since.
  • Midwest Wealth Management's Enterprise Products Partners position peaked at $207K in Q2 2021.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.