WealthShield Partners’s Enterprise Products Partners EPD Stock Holding History

WealthShield 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	-2,634	Closed	-$64K	–	374
2021 Q2	$64K	Sell	2,634 -21	-0.8%	-$497	0.01%	427
2021 Q1	$58K	Sell	2,655 -10,800	-80%	-$237K	0.01%	424
2020 Q4	$263K	Buy	13,455 +3,313	+33%	+$61.7K	0.05%	248
2020 Q3	$160K	Buy	+10,142	New	+$178K	0.06%	252

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

WealthShield Partners's EPD Position: Q3 2021 in Review

WealthShield Partners sold out of Enterprise Products Partners (EPD) in Q3 2021, closing a stake of 2,634 shares — an estimated $64K sold.

WealthShield Partners first reported a position in EPD in Q3 2020 and held it in 4 quarters. The position peaked at $263K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2021.

WealthShield Partners reported no remaining Enterprise Products Partners position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 2,634 Enterprise Products Partners shares in Q3 2021, an estimated $64K.
WealthShield Partners first reported a position in Enterprise Products Partners in Q3 2020 and held it in 4 quarters.
WealthShield Partners's Enterprise Products Partners position peaked at $263K in Q4 2020.
1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.