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Stelac Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Stelac Advisory Services’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
-7,600
Closed -$238K – 106
2024
Q4 		$238K Hold
7,600
– – 0.09% 76
2024
Q3 		$221K Hold
7,600
– – 0.09% 77
2024
Q2 		$220K Hold
7,600
– – 0.09% 74
2024
Q1 		$222K Buy
+7,600
New +$209K 0.1% 70
2018
Q3 		– Sell
-3,956
Closed -$109K – 143
2018
Q2 		$109K Buy
+3,956
New +$108K 0.03% 132

Other funds holding EPD

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

Stelac Advisory Services's EPD Position: Q1 2025 in Review

Stelac Advisory Services sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 7,600 shares — an estimated $238K sold.

Stelac Advisory Services first reported a position in EPD in Q2 2018 and held it in 5 quarters. The position peaked at $238K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Stelac Advisory Services reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 7,600 Enterprise Products Partners shares in Q1 2025, an estimated $238K.
  • Stelac Advisory Services first reported a position in Enterprise Products Partners in Q2 2018 and held it in 5 quarters.
  • Stelac Advisory Services's Enterprise Products Partners position peaked at $238K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Stelac Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.