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Strategic Financial Services’s Enterprise Products Partners EPD Stock Holding History

Strategic Financial 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
2022
Q2 		– Sell
-8,312
Closed -$215K – 133
2022
Q1 		$215K Buy
+8,312
New +$202K 0.02% 135

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AA
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Neuberger Berman Group
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Morgan Stanley
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Strategic Financial Services's EPD Position: Q2 2022 in Review

Strategic Financial Services sold out of Enterprise Products Partners (EPD) in Q2 2022, closing a stake of 8,312 shares — an estimated $215K sold.

Strategic Financial Services first reported a position in EPD in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

  • Strategic Financial Services reported no remaining Enterprise Products Partners position as of Q2 2022 after selling out during the quarter.
  • Strategic Financial Services sold 8,312 Enterprise Products Partners shares in Q2 2022, an estimated $215K.
  • Strategic Financial Services first reported a position in Enterprise Products Partners in Q1 2022 and held it in 1 quarter.
  • Strategic Financial Services's Enterprise Products Partners position peaked at $215K in Q1 2022.
  • 1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Strategic Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.