Rockland Trust’s Enterprise Products Partners EPD Stock Holding History

Rockland Trust’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
2023 Q1	–	Sell	-10,081	Closed	-$243K	–	301
2022 Q4	$243K	Hold	10,081	–	–	0.02%	264
2022 Q3	$240K	Hold	10,081	–	–	0.02%	247
2022 Q2	$246K	Hold	10,081	–	–	0.02%	255
2022 Q1	$261K	Buy	10,081 +627	+7%	+$15.2K	0.02%	280
2021 Q4	$208K	Buy	+9,454	New	+$212K	0.01%	290
2020 Q1	–	Sell	-8,245	Closed	-$232K	–	254
2019 Q4	$232K	Sell	8,245 -636	-7%	-$17.2K	0.02%	253
2019 Q3	$250K	Buy	+8,881	New	+$259K	0.02%	238
2014 Q3	–	Sell	-8,684	Closed	-$340K	–	128
2014 Q2	$340K	Hold	8,684	–	–	0.08%	98
2014 Q1	$301K	Hold	8,684	–	–	0.07%	99
2013 Q4	$288K	Hold	8,684	–	–	0.07%	98
2013 Q3	$265K	Buy	8,684 +120	+1%	+$3.67K	0.07%	96
2013 Q2	$266K	Buy	+8,564	New	+$259K	0.07%	96

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Rockland Trust's EPD Position: Q1 2023 in Review

Rockland Trust sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 10,081 shares — an estimated $243K sold.

Rockland Trust first reported a position in EPD in Q2 2013 and held it in 12 quarters. The position peaked at $340K in Q2 2014. 1,184 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

Rockland Trust reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
Rockland Trust sold 10,081 Enterprise Products Partners shares in Q1 2023, an estimated $243K.
Rockland Trust first reported a position in Enterprise Products Partners in Q2 2013 and held it in 12 quarters.
Rockland Trust's Enterprise Products Partners position peaked at $340K in Q2 2014.
1,184 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on Rockland Trust's 13F filing for Q1 2023, filed 24 Apr 2023.