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

Raffa 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
2025
Q1 		– Sell
-231
Closed -$7.25K – 1089
2024
Q4 		$7.25K Buy
+231
New +$7.1K ﹤0.01% 375
2020
Q1 		– Sell
-700
Closed -$19.7K – 873
2019
Q4 		$19.7K Hold
700
– – 0.01% 191
2019
Q3 		$20K Buy
+700
New +$20.4K 0.01% 194
2019
Q2 		– Sell
-1,370
Closed -$39.9K – 938
2019
Q1 		$39.9K Buy
1,370
+670
+96% +$18.7K 0.02% 126
2018
Q4 		$17.2K Hold
700
– – 0.01% 181
2018
Q3 		$20.1K Hold
700
– – 0.01% 181
2018
Q2 		$19.4K Hold
700
– – 0.01% 172
2018
Q1 		$17.1K Hold
700
– – 0.01% 175
2017
Q4 		$18.6K Hold
700
– – 0.01% 171
2017
Q3 		$18.2K Sell
700
-1,000
-59% -$26.4K 0.01% 174
2017
Q2 		$46K Hold
1,700
– – 0.02% 129
2017
Q1 		$46.9K Hold
1,700
– – 0.02% 102
2016
Q4 		$46K Buy
1,700
+30
+2% +$782 0.02% 99
2016
Q3 		$46.1K Hold
1,670
– – 0.02% 92
2016
Q2 		$48.9K Hold
1,670
– – 0.03% 84
2016
Q1 		$41.1K Buy
1,670
+670
+67% +$15.6K 0.02% 108
2015
Q4 		$25.6K Hold
1,000
– – 0.02% 119
2015
Q3 		$24.9K Hold
1,000
– – 0.01% 124
2015
Q2 		$29.9K Hold
1,000
– – 0.02% 113
2015
Q1 		$32.9K Hold
1,000
– – 0.02% 98
2014
Q4 		$36.1K Hold
1,000
– – 0.02% 92
2014
Q3 		$40.3K Hold
1,000
– – 0.03% 87
2014
Q2 		$39.1K Hold
1,000
– – 0.03% 86
2014
Q1 		$34.7K Sell
1,000
-1,000
-50% -$33.1K 0.03% 92
2013
Q4 		$36.1K Buy
+2,000
New +$62.3K 0.02% 92

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Raffa Wealth Management's EPD Position: Q1 2025 in Review

Raffa Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 231 shares — an estimated $7.25K sold.

Raffa Wealth Management first reported a position in EPD in Q4 2013 and held it in 25 quarters. The position peaked at $48.9K in Q2 2016. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Raffa Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 231 Enterprise Products Partners shares in Q1 2025, an estimated $7.25K.
  • Raffa Wealth Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 25 quarters.
  • Raffa Wealth Management's Enterprise Products Partners position peaked at $48.9K in Q2 2016.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.