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Milestone Wealth’s Enterprise Products Partners EPD Stock Holding History

Milestone Wealth’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 		$4K Hold
180
– – ﹤0.01% 206
2022
Q2 		$4K Hold
180
– – ﹤0.01% 210
2022
Q1 		$4K Hold
180
– – ﹤0.01% 236
2021
Q4 		$4K Buy
+180
New +$4.04K ﹤0.01% 236

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Milestone Wealth's EPD Position: Q3 2022 in Review

Milestone Wealth held its Enterprise Products Partners (EPD) position steady in Q3 2022 at 180 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Milestone Wealth first reported a position in EPD in Q4 2021 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Milestone Wealth held 180 shares of Enterprise Products Partners worth $4K as of Q3 2022.
  • Milestone Wealth left its Enterprise Products Partners share count unchanged in Q3 2022.
  • Enterprise Products Partners made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #206 holding.
  • Milestone Wealth first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 4 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.