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Rational Advisors’s Enterprise Products Partners EPD Stock Holding History

Rational 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
2024
Q4 		– Sell
-1,292
Closed -$37.6K – 132
2024
Q3 		$37.6K Sell
1,292
-207
-14% -$6.05K ﹤0.01% 149
2024
Q2 		$43.4K Sell
1,499
-85
-5% -$2.44K ﹤0.01% 164
2024
Q1 		$46.2K Hold
1,584
– – ﹤0.01% 187
2023
Q4 		$41.7K Hold
1,584
– – ﹤0.01% 182
2023
Q3 		$43.4K Buy
+1,584
New +$42.4K ﹤0.01% 169
2020
Q4 		– Sell
-392
Closed -$6K – 333
2020
Q3 		$6K Buy
+392
New +$6.87K ﹤0.01% 344
2018
Q2 		– Sell
-22,000
Closed -$539K – 526
2018
Q1 		$539K Sell
22,000
-3,800
-15% -$101K 0.25% 128
2017
Q4 		$684K Hold
25,800
– – 0.35% 116
2017
Q3 		$673K Hold
25,800
– – 0.36% 92
2017
Q2 		$699K Hold
25,800
– – 0.44% 85
2017
Q1 		$712K Buy
+25,800
New +$721K 0.47% 78
2016
Q4 		– Sell
-25,800
Closed -$713K – 242
2016
Q3 		$713K Buy
+25,800
New +$713K 0.47% 69
2016
Q2 		– Sell
-9,400
Closed -$231K – 218
2016
Q1 		$231K Buy
+9,400
New +$219K 0.15% 136
2015
Q3 		$276K Sell
11,100
-7,900
-42% -$219K 0.11% 149
2015
Q2 		$568K Sell
19,000
-4,200
-18% -$137K 0.18% 130
2015
Q1 		$764K Sell
23,200
-20,700
-47% -$694K 0.18% 136
2014
Q4 		$1.59M Buy
+43,900
New +$1.62M 0.31% 105
2013
Q4 		$5.36M Sell
161,540
-800
-0.5% -$24.9K 0.46% 63
2013
Q3 		$4.96M Sell
162,340
-20,000
-11% -$611K 0.38% 65
2013
Q2 		$5.67M Buy
+182,340
New +$5.52M 0.48% 50

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rational Advisors's EPD Position: Q4 2024 in Review

Rational Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 1,292 shares — an estimated $37.6K sold.

Rational Advisors first reported a position in EPD in Q2 2013 and held it in 20 quarters. The position peaked at $5.67M in Q2 2013. 1,443 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Rational Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 1,292 Enterprise Products Partners shares in Q4 2024, an estimated $37.6K.
  • Rational Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 20 quarters.
  • Rational Advisors's Enterprise Products Partners position peaked at $5.67M in Q2 2013.
  • 1,443 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.