Richard W. Paul & Associates’s Enterprise Products Partners EPD Stock Holding History

Richard W. Paul & Associates’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	-2,000	Closed	-$62.7K	–	398
2024 Q4	$62.7K	Hold	2,000	–	–	0.02%	203
2024 Q3	$58.2K	Hold	2,000	–	–	0.02%	207
2024 Q2	$58K	Hold	2,000	–	–	0.02%	205
2024 Q1	$58.4K	Hold	2,000	–	–	0.02%	209
2023 Q4	$52.7K	Sell	2,000 -49	-2%	-$1.3K	0.02%	213
2023 Q3	$56.1K	Buy	2,049 +287	+16%	+$7.68K	0.03%	200
2023 Q2	$46.4K	Hold	1,762	–	–	0.02%	226
2023 Q1	$45.6K	Buy	1,762 +179	+11%	+$4.6K	0.02%	224
2022 Q4	$38.2K	Buy	+1,583	New	+$39K	0.02%	226

Other funds holding EPD

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Richard W. Paul & Associates's EPD Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 2,000 shares — an estimated $62.7K sold.

Richard W. Paul & Associates first reported a position in EPD in Q4 2022 and held it in 9 quarters. The position peaked at $62.7K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Richard W. Paul & Associates reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 2,000 Enterprise Products Partners shares in Q1 2025, an estimated $62.7K.
Richard W. Paul & Associates first reported a position in Enterprise Products Partners in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Enterprise Products Partners position peaked at $62.7K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.