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TFC Financial Management’s Enterprise Products Partners EPD Stock Holding History

TFC Financial 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
2024
Q4 		– Sell
-133
Closed -$3.87K – 996
2024
Q3 		$3.87K Hold
133
– – ﹤0.01% 443
2024
Q2 		$3.85K Sell
133
-133
-50% -$3.81K ﹤0.01% 414
2024
Q1 		$7.76K Buy
266
+133
+100% +$3.65K ﹤0.01% 348
2023
Q4 		$3.5K Sell
133
-267
-67% -$7.11K ﹤0.01% 411
2023
Q3 		$10.9K Hold
400
– – ﹤0.01% 337
2023
Q2 		$10.5K Hold
400
– – ﹤0.01% 331
2023
Q1 		$10.4K Hold
400
– – ﹤0.01% 370
2022
Q4 		$9.65K Sell
400
-56
-12% -$1.38K ﹤0.01% 304
2022
Q3 		$11K Sell
456
-55
-11% -$1.42K ﹤0.01% 307
2022
Q2 		$12K Hold
511
– – ﹤0.01% 295
2022
Q1 		$13K Hold
511
– – ﹤0.01% 291
2021
Q4 		$11K Hold
511
– – ﹤0.01% 329
2021
Q3 		$11K Hold
511
– – ﹤0.01% 324
2021
Q2 		$12K Buy
511
+111
+28% +$2.63K ﹤0.01% 305
2021
Q1 		$9K Sell
400
-300
-43% -$6.6K ﹤0.01% 316
2020
Q4 		$14K Hold
700
– – 0.01% 288
2020
Q3 		$11K Buy
+700
New +$12.3K 0.01% 285

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFC Financial Management's EPD Position: Q4 2024 in Review

TFC Financial Management sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 133 shares — an estimated $3.87K sold.

TFC Financial Management first reported a position in EPD in Q3 2020 and held it in 17 quarters. The position peaked at $14K in Q4 2020. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • TFC Financial Management reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 133 Enterprise Products Partners shares in Q4 2024, an estimated $3.87K.
  • TFC Financial Management first reported a position in Enterprise Products Partners in Q3 2020 and held it in 17 quarters.
  • TFC Financial Management's Enterprise Products Partners position peaked at $14K in Q4 2020.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.