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Pinnacle Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Private Wealth’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
Q2 		$209K Sell
8,580
-4,796
-36% -$126K 0.08% 252
2022
Q1 		$345K Sell
13,376
-11
-0.1% -$267 0.11% 202
2021
Q4 		$294K Buy
+13,387
New +$300K 0.09% 221

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Pinnacle Private Wealth's EPD Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Enterprise Products Partners (EPD) stake by 36% in Q2 2022, selling an estimated $126K and leaving 8,580 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #252.

Pinnacle Private Wealth first reported a position in EPD in Q4 2021 and has held it in 3 quarters since. The position peaked at $345K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

  • Pinnacle Private Wealth held 8,580 shares of Enterprise Products Partners worth $209K as of Q2 2022.
  • Pinnacle Private Wealth sold 4,796 Enterprise Products Partners shares in Q2 2022, an estimated $126K.
  • Enterprise Products Partners made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #252 holding.
  • Pinnacle Private Wealth first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Enterprise Products Partners position peaked at $345K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.