Phoenix Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-6,215	Closed	-$134K	–	190
2021 Q3	$134K	Hold	6,215	–	–	0.1%	136
2021 Q2	$152K	Hold	6,215	–	–	0.11%	134
2021 Q1	$138K	Hold	6,215	–	–	0.11%	133
2020 Q4	$122K	Buy	+6,215	New	+$116K	0.09%	135

Other funds holding EPD

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

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

EIP

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

Phoenix Wealth Advisors's EPD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 6,215 shares — an estimated $134K sold.

Phoenix Wealth Advisors first reported a position in EPD in Q4 2020 and held it in 4 quarters. The position peaked at $152K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 6,215 Enterprise Products Partners shares in Q4 2021, an estimated $134K.
Phoenix Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Enterprise Products Partners position peaked at $152K in Q2 2021.
1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.