PCA Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

PCA Investment Advisory Services’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	-3,836	Closed	-$101K	–	199
2023 Q2	$101K	Buy	+3,836	New	+$100K	0.06%	192

Other funds holding EPD

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

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

PCA Investment Advisory Services's EPD Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 3,836 shares — an estimated $101K sold.

PCA Investment Advisory Services first reported a position in EPD in Q2 2023 and held it in 1 quarter. The position peaked at $101K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

PCA Investment Advisory Services reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 3,836 Enterprise Products Partners shares in Q3 2023, an estimated $101K.
PCA Investment Advisory Services first reported a position in Enterprise Products Partners in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Enterprise Products Partners position peaked at $101K in Q2 2023.
1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.