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MidWestOne Financial Group’s Enterprise Products Partners EPD Stock Holding History

MidWestOne Financial Group’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
2023
Q3 		– Sell
-16,904
Closed -$445K – 275
2023
Q2 		$445K Buy
16,904
+1,074
+7% +$28.1K 0.1% 207
2023
Q1 		$410K Buy
+15,830
New +$407K 0.09% 202
2020
Q2 		– Sell
-11,302
Closed -$162K – 145
2020
Q1 		$162K Buy
+11,302
New +$263K 0.06% 185

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

MidWestOne Financial Group's EPD Position: Q3 2023 in Review

MidWestOne Financial Group sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 16,904 shares — an estimated $445K sold.

MidWestOne Financial Group first reported a position in EPD in Q1 2020 and held it in 3 quarters. The position peaked at $445K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • MidWestOne Financial Group reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
  • MidWestOne Financial Group sold 16,904 Enterprise Products Partners shares in Q3 2023, an estimated $445K.
  • MidWestOne Financial Group first reported a position in Enterprise Products Partners in Q1 2020 and held it in 3 quarters.
  • MidWestOne Financial Group's Enterprise Products Partners position peaked at $445K in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on MidWestOne Financial Group's 13F filing for Q3 2023, filed 15 Nov 2023.