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 $24.2B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CIBC Private Wealth Group

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return