PWMA
EPD icon

Pension & Wealth Management Advisors’s Enterprise Products Partners EPD Stock Holding History

Pension & Wealth Management Advisors’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
Q2 		– Sell
-620
Closed -$16.1K – 284
2023
Q1 		$16.1K Hold
620
– – 0.01% 201
2022
Q4 		$15K Buy
+620
New +$15.3K 0.01% 202

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pension & Wealth Management Advisors's EPD Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 620 shares — an estimated $16.1K sold.

Pension & Wealth Management Advisors first reported a position in EPD in Q4 2022 and held it in 2 quarters. The position peaked at $16.1K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 620 Enterprise Products Partners shares in Q2 2023, an estimated $16.1K.
  • Pension & Wealth Management Advisors first reported a position in Enterprise Products Partners in Q4 2022 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Enterprise Products Partners position peaked at $16.1K in Q1 2023.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.