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SpiderRock Advisors’s Enterprise Products Partners EPD Stock Holding History

SpiderRock 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
2017
Q4 		– Hold
0
– -$5K – 143
2017
Q3 		– Hold
0
– – – 515
2017
Q2 		– Hold
0
– – – 445
2017
Q1 		– Hold
0
– – – 447

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SpiderRock Advisors's EPD Position: Q3 2024 in Review

SpiderRock Advisors reduced its Enterprise Products Partners (EPD) stake by 4.7% in Q3 2024, selling an estimated $73.5K and leaving 50,903 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #383.

SpiderRock Advisors first reported a position in EPD in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.55M in Q2 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • SpiderRock Advisors held 50,903 shares of Enterprise Products Partners worth $1.48M as of Q3 2024.
  • SpiderRock Advisors sold 2,515 Enterprise Products Partners shares in Q3 2024, an estimated $73.5K.
  • Enterprise Products Partners made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #383 holding.
  • SpiderRock Advisors first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Enterprise Products Partners position peaked at $1.55M in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.