Tolleson Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Tolleson Wealth 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
2021 Q3	–	Sell	-14,955	Closed	-$361K	–	69
2021 Q2	$361K	Hold	14,955	–	–	0.1%	57
2021 Q1	$329K	Hold	14,955	–	–	0.1%	60
2020 Q4	$293K	Hold	14,955	–	–	0.1%	57
2020 Q3	$236K	Hold	14,955	–	–	0.1%	57
2020 Q2	$272K	Hold	14,955	–	–	0.12%	53
2020 Q1	$214K	Hold	14,955	–	–	0.09%	55
2019 Q4	$421K	Hold	14,955	–	–	0.2%	39
2019 Q3	$427K	Hold	14,955	–	–	0.23%	38
2019 Q2	$432K	Hold	14,955	–	–	0.3%	30
2019 Q1	$435K	Hold	14,955	–	–	0.3%	30
2018 Q4	$368K	Buy	+14,955	New	+$400K	0.22%	34

Other funds holding EPD

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Tolleson Wealth Management's EPD Position: Q3 2021 in Review

Tolleson Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2021, closing a stake of 14,955 shares — an estimated $361K sold.

Tolleson Wealth Management first reported a position in EPD in Q4 2018 and held it in 11 quarters. The position peaked at $435K in Q1 2019. 1,047 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

Tolleson Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2021 after selling out during the quarter.
Tolleson Wealth Management sold 14,955 Enterprise Products Partners shares in Q3 2021, an estimated $361K.
Tolleson Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and held it in 11 quarters.
Tolleson Wealth Management's Enterprise Products Partners position peaked at $435K in Q1 2019.
1,047 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on Tolleson Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.