Selective Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-400	Closed	-$10K	–	286
2022 Q3	$10K	Hold	400	–	–	﹤0.01%	519
2022 Q2	$10K	Hold	400	–	–	﹤0.01%	557
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	531
2021 Q4	$9K	Hold	400	–	–	﹤0.01%	495
2021 Q3	$9K	Buy	+400	New	+$9.09K	﹤0.01%	443
2021 Q2	–	Sell	-1,300	Closed	-$29K	–	513
2021 Q1	$29K	Hold	1,300	–	–	0.03%	166
2020 Q4	$25K	Hold	1,300	–	–	0.02%	159
2020 Q3	$21K	Sell	1,300 -162	-11%	-$2.84K	0.02%	154
2020 Q2	$27K	Sell	1,462 -500	-25%	-$8.94K	0.02%	144
2020 Q1	$28K	Buy	1,962 +1,800	+1,111%	+$41.8K	0.04%	87
2019 Q4	$5K	Sell	162 -343	-68%	-$9.3K	0.01%	215
2019 Q3	$15K	Buy	+505	New	+$14.7K	0.02%	140

Other funds holding EPD

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

EIP

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

Selective Wealth Management's EPD Position: Q4 2022 in Review

Selective Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 400 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in EPD in Q3 2019 and held it in 12 quarters. The position peaked at $29K in Q1 2021. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

Selective Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 400 Enterprise Products Partners shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in Enterprise Products Partners in Q3 2019 and held it in 12 quarters.
Selective Wealth Management's Enterprise Products Partners position peaked at $29K in Q1 2021.
1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.