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Wambolt & Associates’s Enterprise Products Partners EPD Stock Holding History

Wambolt & Associates’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
-11,160
Closed -$327K – 190
2024
Q3 		$327K Buy
11,160
+546
+5% +$15.9K 0.09% 157
2024
Q2 		$308K Sell
10,614
-2,125
-17% -$60.9K 0.09% 166
2024
Q1 		$374K Sell
12,739
-4,413
-26% -$121K 0.11% 162
2023
Q4 		$452K Sell
17,152
-3,210
-16% -$85.5K 0.15% 168
2023
Q3 		$554K Sell
20,362
-366
-2% -$9.79K 0.2% 152
2023
Q2 		$546K Sell
20,728
-1,190
-5% -$31.1K 0.19% 155
2023
Q1 		$572K Buy
21,918
+12
+0.1% +$308 0.2% 148
2022
Q4 		$528K Buy
21,906
+12
+0.1% +$295 0.2% 143
2022
Q3 		$521K Buy
21,894
+11
+0.1% +$284 0.22% 139
2022
Q2 		$533K Buy
21,883
+11
+0.1% +$289 0.21% 140
2022
Q1 		$566K Sell
21,872
-1,251
-5% -$30.4K 0.21% 144
2021
Q4 		$508K Sell
23,123
-1,587
-6% -$35.6K 0.18% 151
2021
Q3 		$539K Buy
24,710
+4,571
+23% +$104K 0.22% 140
2021
Q2 		$493K Buy
20,139
+4,750
+31% +$112K 0.21% 148
2021
Q1 		$343K Sell
15,389
-3,032
-16% -$66.7K 0.18% 162
2020
Q4 		$361K Sell
18,421
-1,134
-6% -$21.1K 0.22% 149
2020
Q3 		$309K Sell
19,555
-3,512
-15% -$61.5K 0.23% 149
2020
Q2 		$419K Sell
23,067
-1,347
-6% -$24.1K 0.33% 115
2020
Q1 		$349K Sell
24,414
-592
-2% -$13.8K 0.36% 95
2019
Q4 		$704K Buy
25,006
+1,014
+4% +$27.5K 0.54% 63
2019
Q3 		$686K Sell
23,992
-706
-3% -$20.6K 0.57% 58
2019
Q2 		$713K Buy
24,698
+1,186
+5% +$34.2K 0.6% 53
2019
Q1 		$688K Buy
23,512
+1,000
+4% +$27.9K 0.63% 48
2018
Q4 		$554K Buy
+22,512
New +$603K 0.61% 45

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

Wambolt & Associates's EPD Position: Q4 2024 in Review

Wambolt & Associates sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 11,160 shares — an estimated $327K sold.

Wambolt & Associates first reported a position in EPD in Q4 2018 and held it in 24 quarters. The position peaked at $713K in Q2 2019. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Wambolt & Associates reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 11,160 Enterprise Products Partners shares in Q4 2024, an estimated $327K.
  • Wambolt & Associates first reported a position in Enterprise Products Partners in Q4 2018 and held it in 24 quarters.
  • Wambolt & Associates's Enterprise Products Partners position peaked at $713K in Q2 2019.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.