PRW Wealth Management’s Enterprise Products Partners EPD Stock Holding History

PRW Wealth Management’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 Q3	–	Sell	-32,914	Closed	-$794K	–	154
2021 Q2	$794K	Buy	+32,914	New	+$779K	0.23%	115
2019 Q2	–	Sell	-1,299	Closed	-$38K	–	253
2019 Q1	$38K	Hold	1,299	–	–	0.04%	171
2018 Q4	$32K	Buy	+1,299	New	+$34.8K	0.04%	185

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

PRW Wealth Management's EPD Position: Q3 2021 in Review

PRW Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2021, closing a stake of 32,914 shares — an estimated $794K sold.

PRW Wealth Management first reported a position in EPD in Q4 2018 and held it in 3 quarters. The position peaked at $794K in Q2 2021. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

PRW Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 32,914 Enterprise Products Partners shares in Q3 2021, an estimated $794K.
PRW Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Enterprise Products Partners position peaked at $794K in Q2 2021.
1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.