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TFO Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-1,500
Closed -$32K – 129
2021
Q4 		$32K Sell
1,500
-1,304
-47% -$29.2K 0.01% 71
2021
Q3 		$61K Buy
2,804
+1,304
+87% +$29.6K 0.01% 56
2021
Q2 		$36K Sell
1,500
-3,904
-72% -$92.4K 0.01% 44
2021
Q1 		$119K Buy
5,404
+3,904
+260% +$85.8K 0.04% 47
2020
Q4 		$29K Sell
1,500
-1,304
-47% -$24.3K 0.01% 58
2020
Q3 		$44K Hold
2,804
– – 0.02% 51
2020
Q2 		$51K Hold
2,804
– – 0.02% 48
2020
Q1 		$40K Sell
2,804
-2,663
-49% -$61.9K 0.02% 60
2019
Q4 		$153K Buy
+5,467
New +$148K 0.14% 37

Other funds holding EPD

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MB
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TFO Wealth Partners's EPD Position: Q1 2022 in Review

TFO Wealth Partners sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 1,500 shares — an estimated $32K sold.

TFO Wealth Partners first reported a position in EPD in Q4 2019 and held it in 9 quarters. The position peaked at $153K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • TFO Wealth Partners reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 1,500 Enterprise Products Partners shares in Q1 2022, an estimated $32K.
  • TFO Wealth Partners first reported a position in Enterprise Products Partners in Q4 2019 and held it in 9 quarters.
  • TFO Wealth Partners's Enterprise Products Partners position peaked at $153K in Q4 2019.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.