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WealthSpring Partners’s Enterprise Products Partners EPD Stock Holding History

WealthSpring 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 		$213K Sell
7,770
-658
-8% -$17.6K 0.16% 66
2023
Q2 		$222K Sell
8,428
-974
-10% -$25.5K 0.16% 66
2023
Q1 		$244K Buy
9,402
+26
+0.3% +$668 0.19% 65
2022
Q4 		$226K Buy
9,376
+24
+0.3% +$591 0.18% 66
2022
Q3 		$222K Buy
+9,352
New +$241K 0.2% 69

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

WealthSpring Partners's EPD Position: Q3 2023 in Review

WealthSpring Partners reduced its Enterprise Products Partners (EPD) stake by 7.8% in Q3 2023, selling an estimated $17.6K and leaving 7,770 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #66.

WealthSpring Partners first reported a position in EPD in Q3 2022 and has held it in 5 quarters since. The position peaked at $244K in Q1 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • WealthSpring Partners held 7,770 shares of Enterprise Products Partners worth $213K as of Q3 2023.
  • WealthSpring Partners sold 658 Enterprise Products Partners shares in Q3 2023, an estimated $17.6K.
  • Enterprise Products Partners made up 0.16% of WealthSpring Partners's portfolio in Q3 2023, its #66 holding.
  • WealthSpring Partners first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 5 quarters since.
  • WealthSpring Partners's Enterprise Products Partners position peaked at $244K in Q1 2023.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.