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Resource Management’s Enterprise Products Partners EPD Stock Holding History

Resource 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
Q4 		$3.97M Sell
180,806
-1,384
-0.8% -$31K 0.41% 25
2021
Q3 		$3.94M Sell
182,190
-1,245
-0.7% -$28.3K 0.45% 23
2021
Q2 		$4.43M Sell
183,435
-47,758
-21% -$1.13M 0.51% 23
2021
Q1 		$5.09M Sell
231,193
-5,562
-2% -$122K 0.61% 22
2020
Q4 		$638K Buy
236,755
+21,122
+10% +$393K 0.09% 82
2020
Q3 		$3.4M Sell
215,633
-10,699
-5% -$187K 0.56% 23
2020
Q2 		$4.11M Buy
226,332
+8,682
+4% +$155K 0.71% 23
2020
Q1 		$3.11M Buy
217,650
+3,200
+1% +$74.3K 0.66% 23
2019
Q4 		$6.04M Buy
214,450
+5,276
+3% +$143K 0.97% 14
2019
Q3 		$5.98M Buy
209,174
+5,132
+3% +$149K 1.04% 14
2019
Q2 		$5.89M Buy
204,042
+1,418
+0.7% +$40.9K 1.02% 14
2019
Q1 		$5.9M Sell
202,624
-4,020
-2% -$112K 1.06% 14
2018
Q4 		$5.08M Buy
206,644
+15,596
+8% +$417K 1.07% 14
2018
Q3 		$5.49M Sell
191,048
-7,011
-4% -$203K 1% 12
2018
Q2 		$5.48M Buy
198,059
+20,240
+11% +$554K 1.07% 11
2018
Q1 		$4.35M Buy
177,819
+22,406
+14% +$597K 0.93% 13
2017
Q4 		$4.22M Buy
+155,413
New +$3.94M 0.86% 13

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Resource Management's EPD Position: Q4 2021 in Review

Resource Management reduced its Enterprise Products Partners (EPD) stake by 0.76% in Q4 2021, selling an estimated $31K and leaving 180,806 shares worth $3.97M. The position accounts for 0.41% of the portfolio, ranked #25.

Resource Management first reported a position in EPD in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.04M in Q4 2019. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

  • Resource Management held 180,806 shares of Enterprise Products Partners worth $3.97M as of Q4 2021.
  • Resource Management sold 1,384 Enterprise Products Partners shares in Q4 2021, an estimated $31K.
  • Enterprise Products Partners made up 0.41% of Resource Management's portfolio in Q4 2021, its #25 holding.
  • Resource Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's Enterprise Products Partners position peaked at $6.04M in Q4 2019.
  • 1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.