RGT Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-7,263	Closed	-$160K	–	174
2021 Q4	$160K	Buy	+7,263	New	+$163K	0.02%	100
2021 Q1	–	Sell	-17,650	Closed	-$346K	–	62
2020 Q4	$346K	Buy	+17,650	New	+$329K	0.07%	38
2018 Q2	–	Sell	-26,072	Closed	-$638K	–	52
2018 Q1	$638K	Sell	26,072 -100	-0.4%	-$2.66K	0.31%	38
2017 Q4	$694K	Sell	26,172 -633	-2%	-$16K	0.37%	37
2017 Q3	$699K	Hold	26,805	–	–	0.47%	29
2017 Q2	$726K	Sell	26,805 -650	-2%	-$17.6K	0.5%	29
2017 Q1	$758K	Sell	27,455 -9,763	-26%	-$273K	0.51%	30
2016 Q4	$1.01M	Sell	37,218 -446	-1%	-$11.6K	0.57%	26
2016 Q3	$1.04M	Buy	+37,664	New	+$1.04M	0.64%	24

Other funds holding EPD

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

RGT Wealth Advisors's EPD Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 7,263 shares — an estimated $160K sold.

RGT Wealth Advisors first reported a position in EPD in Q3 2016 and held it in 9 quarters. The position peaked at $1.04M in Q3 2016. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

RGT Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 7,263 Enterprise Products Partners shares in Q1 2022, an estimated $160K.
RGT Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2016 and held it in 9 quarters.
RGT Wealth Advisors's Enterprise Products Partners position peaked at $1.04M in Q3 2016.
1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.