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

MinichMacGregor 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
2023 Q1	–	Sell	-974	Closed	-$23.5K	–	251
2022 Q4	$23.5K	Buy	+974	New	+$24K	0.01%	284
2016 Q4	–	Sell	-1,500	Closed	-$41K	–	462
2016 Q3	$41K	Hold	1,500	–	–	0.04%	126
2016 Q2	$43K	Hold	1,500	–	–	0.04%	115
2016 Q1	$36K	Buy	+1,500	New	+$34.9K	0.03%	129

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

MinichMacGregor Wealth Management's EPD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 974 shares — an estimated $23.5K sold.

MinichMacGregor Wealth Management first reported a position in EPD in Q1 2016 and held it in 4 quarters. The position peaked at $43K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 974 Enterprise Products Partners shares in Q1 2023, an estimated $23.5K.
MinichMacGregor Wealth Management first reported a position in Enterprise Products Partners in Q1 2016 and held it in 4 quarters.
MinichMacGregor Wealth Management's Enterprise Products Partners position peaked at $43K in Q2 2016.
1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.