SWA
EPD icon

Sutton Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sutton Wealth 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
2023
Q3 		$13K Buy
475
+8
+2% +$214 0.01% 428
2023
Q2 		$12.3K Buy
467
+19
+4% +$497 0.01% 425
2023
Q1 		$11.6K Buy
+448
New +$11.5K 0.01% 396
2020
Q2 		– Sell
-182
Closed -$2.6K – 1231
2020
Q1 		$2.6K Hold
182
– – ﹤0.01% 993
2019
Q4 		$5.13K Hold
182
– – ﹤0.01% 945
2019
Q3 		$5.2K Hold
182
– – ﹤0.01% 943
2019
Q2 		$5.25K Hold
182
– – ﹤0.01% 924
2019
Q1 		$5.3K Sell
182
-876
-83% -$24.5K ﹤0.01% 924
2018
Q4 		$26K Hold
1,058
– – 0.02% 441
2018
Q3 		$30.4K Hold
1,058
– – 0.02% 437
2018
Q2 		$29.3K Hold
1,058
– – 0.02% 444
2018
Q1 		$25.9K Hold
1,058
– – 0.02% 470
2017
Q4 		$28K Hold
1,058
– – 0.02% 438
2017
Q3 		$27.6K Sell
1,058
-13
-1% -$344 0.02% 433
2017
Q2 		$29K Hold
1,071
– – 0.02% 412
2017
Q1 		$29.6K Hold
1,071
– – 0.02% 378
2016
Q4 		$29K Hold
1,071
– – 0.03% 380
2016
Q3 		$29.6K Buy
1,071
+294
+38% +$8.12K 0.03% 360
2016
Q2 		$22.7K Buy
777
+595
+327% +$16K 0.02% 412
2016
Q1 		$4.48K Buy
+182
New +$4.24K ﹤0.01% 769

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Sutton Wealth Advisors's EPD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 1.7% in Q3 2023, buying an estimated $214 and bringing the position to 475 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #428.

Sutton Wealth Advisors first reported a position in EPD in Q1 2016 and has held it in 20 quarters since. The position peaked at $30.4K in Q3 2018. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • Sutton Wealth Advisors held 475 shares of Enterprise Products Partners worth $13K as of Q3 2023.
  • Sutton Wealth Advisors bought 8 Enterprise Products Partners shares in Q3 2023, an estimated $214.
  • Enterprise Products Partners made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #428 holding.
  • Sutton Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2016 and has held it in 20 quarters since.
  • Sutton Wealth Advisors's Enterprise Products Partners position peaked at $30.4K in Q3 2018.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.