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West Michigan Advisors’s Enterprise Products Partners EPD Stock Holding History

West Michigan Advisors’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
Q3 		– Sell
-27,413
Closed -$794K – 193
2024
Q2 		$794K Buy
27,413
+5,392
+24% +$155K 0.25% 70
2024
Q1 		$643K Buy
+22,021
New +$605K 0.21% 77

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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Michigan Advisors's EPD Position: Q3 2024 in Review

West Michigan Advisors sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 27,413 shares — an estimated $794K sold.

West Michigan Advisors first reported a position in EPD in Q1 2024 and held it in 2 quarters. The position peaked at $794K in Q2 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • West Michigan Advisors reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
  • West Michigan Advisors sold 27,413 Enterprise Products Partners shares in Q3 2024, an estimated $794K.
  • West Michigan Advisors first reported a position in Enterprise Products Partners in Q1 2024 and held it in 2 quarters.
  • West Michigan Advisors's Enterprise Products Partners position peaked at $794K in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on West Michigan Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.