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Wealth Quarterback’s Enterprise Products Partners EPD Stock Holding History

Wealth Quarterback’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 		$87K Hold
4,000
– – 0.06% 166
2021
Q2 		$97K Buy
+4,000
New +$94.7K 0.06% 171
2020
Q2 		– Sell
-4,326
Closed -$61.9K – 301
2020
Q1 		$61.9K Sell
4,326
-292
-6% -$6.78K 0.06% 198
2019
Q4 		$130K Buy
+4,618
New +$125K 0.11% 138

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
TCA
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Wealth Quarterback's EPD Position: Q3 2021 in Review

Wealth Quarterback held its Enterprise Products Partners (EPD) position steady in Q3 2021 at 4,000 shares worth $87K. The position accounts for 0.06% of the portfolio, ranked #166.

Wealth Quarterback first reported a position in EPD in Q4 2019 and has held it in 4 quarters since. The position peaked at $130K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

  • Wealth Quarterback held 4,000 shares of Enterprise Products Partners worth $87K as of Q3 2021.
  • Wealth Quarterback left its Enterprise Products Partners share count unchanged in Q3 2021.
  • Enterprise Products Partners made up 0.06% of Wealth Quarterback's portfolio in Q3 2021, its #166 holding.
  • Wealth Quarterback first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Enterprise Products Partners position peaked at $130K in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.