Truvvo Partners’s Enterprise Products Partners EPD Stock Holding History

Truvvo 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
2021 Q3	–	Sell	-9,061	Closed	-$219K	–	32
2021 Q2	$219K	Buy	+9,061	New	+$214K	0.15%	20

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

EIP

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

Truvvo Partners's EPD Position: Q3 2021 in Review

Truvvo Partners sold out of Enterprise Products Partners (EPD) in Q3 2021, closing a stake of 9,061 shares — an estimated $219K sold.

Truvvo Partners first reported a position in EPD in Q2 2021 and held it in 1 quarter. The position peaked at $219K in Q2 2021. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

Truvvo Partners reported no remaining Enterprise Products Partners position as of Q3 2021 after selling out during the quarter.
Truvvo Partners sold 9,061 Enterprise Products Partners shares in Q3 2021, an estimated $219K.
Truvvo Partners first reported a position in Enterprise Products Partners in Q2 2021 and held it in 1 quarter.
Truvvo Partners's Enterprise Products Partners position peaked at $219K in Q2 2021.
1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on Truvvo Partners's 13F filing for Q3 2021, filed 15 Nov 2021.