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WealthPLAN Partners’s Enterprise Products Partners EPD Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,852
Closed -$48.8K – 543
2023
Q2 		$48.8K Buy
1,852
+900
+95% +$23.5K 0.01% 515
2023
Q1 		$24.7K Buy
+952
New +$24.5K ﹤0.01% 687
2017
Q2 		– Sell
-700
Closed -$19.3K – 249
2017
Q1 		$19.3K Buy
+700
New +$19.6K 0.07% 194
2016
Q3 		– Sell
-5,698
Closed -$83.4K – 992
2016
Q2 		$83.4K Buy
+5,698
New +$153K 0.01% 676
2015
Q4 		$204 Buy
+8,000
New +$208K ﹤0.01% 1618

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

WealthPLAN Partners's EPD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 1,852 shares — an estimated $48.8K sold.

WealthPLAN Partners first reported a position in EPD in Q4 2015 and held it in 5 quarters. The position peaked at $83.4K in Q2 2016. 1,218 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,852 Enterprise Products Partners shares in Q3 2023, an estimated $48.8K.
  • WealthPLAN Partners first reported a position in Enterprise Products Partners in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Enterprise Products Partners position peaked at $83.4K in Q2 2016.
  • 1,218 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.