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Personal Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-12,071
Closed -$265K – 508
2021
Q4 		$265K Sell
12,071
-341
-3% -$7.65K ﹤0.01% 462
2021
Q3 		$269K Buy
12,412
+2,333
+23% +$53K ﹤0.01% 423
2021
Q2 		$243K Buy
+10,079
New +$239K ﹤0.01% 443
2020
Q4 		– Sell
-10,894
Closed -$172K – 462
2020
Q3 		$172K Sell
10,894
-2,610
-19% -$45.7K ﹤0.01% 405
2020
Q2 		$245K Sell
13,504
-1,149
-8% -$20.5K ﹤0.01% 324
2020
Q1 		$210K Hold
14,653
– – ﹤0.01% 326
2019
Q4 		$413K Buy
14,653
+3,227
+28% +$87.5K ﹤0.01% 284
2019
Q3 		$326K Sell
11,426
-1,110
-9% -$32.3K ﹤0.01% 281
2019
Q2 		$362K Buy
+12,536
New +$361K ﹤0.01% 259
2018
Q4 		– Sell
-7,638
Closed -$219K – 313
2018
Q3 		$219K Buy
+7,638
New +$221K ﹤0.01% 283

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Personal Capital Advisors's EPD Position: Q1 2022 in Review

Personal Capital Advisors sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 12,071 shares — an estimated $265K sold.

Personal Capital Advisors first reported a position in EPD in Q3 2018 and held it in 10 quarters. The position peaked at $413K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • Personal Capital Advisors reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 12,071 Enterprise Products Partners shares in Q1 2022, an estimated $265K.
  • Personal Capital Advisors first reported a position in Enterprise Products Partners in Q3 2018 and held it in 10 quarters.
  • Personal Capital Advisors's Enterprise Products Partners position peaked at $413K in Q4 2019.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.