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WMS Partners’s Enterprise Products Partners EPD Stock Holding History

WMS 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
2025
Q1 		– Sell
-32,090
Closed -$1.01M – 84
2024
Q4 		$1.01M Buy
32,090
+19,675
+158% +$604K 0.06% 122
2024
Q3 		$361K Sell
12,415
-1,240
-9% -$36.2K 0.02% 214
2024
Q2 		$396K Hold
13,655
– – 0.03% 180
2024
Q1 		$398K Hold
13,655
– – 0.03% 186
2023
Q4 		$360K Sell
13,655
-72
-0.5% -$1.92K 0.03% 186
2023
Q3 		$376K Sell
13,727
-358
-3% -$9.58K 0.03% 184
2023
Q2 		$371K Hold
14,085
– – 0.03% 192
2023
Q1 		$365K Hold
14,085
– – 0.03% 187
2022
Q4 		$340K Sell
14,085
-9,268
-40% -$228K 0.03% 195
2022
Q3 		$555K Sell
23,353
-4,459
-16% -$115K 0.08% 129
2022
Q2 		$678K Buy
27,812
+9,317
+50% +$245K 0.11% 111
2022
Q1 		$477K Buy
18,495
+1,240
+7% +$30.1K 0.07% 143
2021
Q4 		$379K Sell
17,255
-7,110
-29% -$159K 0.08% 139
2021
Q3 		$527K Buy
24,365
+13,000
+114% +$295K 0.08% 141
2021
Q2 		$274K Sell
11,365
-270
-2% -$6.39K 0.04% 213
2021
Q1 		$256K Sell
11,635
-625
-5% -$13.7K 0.06% 190
2020
Q4 		$240K Hold
12,260
– – 0.04% 212
2020
Q3 		$194K Sell
12,260
-400
-3% -$7.01K 0.04% 220
2020
Q2 		$230K Sell
12,660
-1,593
-11% -$28.5K 0.05% 192
2020
Q1 		$204K Sell
14,253
-848
-6% -$19.7K 0.06% 176
2019
Q4 		$425K Buy
15,101
+200
+1% +$5.42K 0.1% 144
2019
Q3 		$426K Hold
14,901
– – 0.1% 135
2019
Q2 		$430K Sell
14,901
-1,340
-8% -$38.6K 0.11% 124
2019
Q1 		$473K Sell
16,241
-1,700
-9% -$47.5K 0.12% 107
2018
Q4 		$441K Sell
17,941
-345,938
-95% -$9.26M 0.12% 107
2018
Q3 		$10.5M Sell
363,879
-300
-0.1% -$8.67K 1.17% 27
2018
Q2 		$10.1M Buy
364,179
+160
+0% +$4.38K 1.17% 27
2018
Q1 		$8.91M Sell
364,019
-22,094
-6% -$588K 1.06% 29
2017
Q4 		$10.2M Sell
386,113
-800
-0.2% -$20.3K 1.15% 29
2017
Q3 		$10.1M Buy
386,913
+275
+0.1% +$7.27K 1.2% 28
2017
Q2 		$10.5M Buy
386,638
+2,011
+0.5% +$54.5K 1.3% 26
2017
Q1 		$10.6M Buy
384,627
+1,075
+0.3% +$30K 1.34% 26
2016
Q4 		$10.4M Sell
383,552
-222
-0.1% -$5.78K 1.38% 26
2016
Q3 		$10.6M Buy
383,774
+392
+0.1% +$10.8K 1.42% 25
2016
Q2 		$11.2M Buy
383,382
+2,385
+0.6% +$64K 1.56% 21
2016
Q1 		$9.38M Sell
380,997
-1,088
-0.3% -$25.3K 1.3% 26
2015
Q4 		$9.77M Sell
382,085
-1,300
-0.3% -$33.8K 1.41% 24
2015
Q3 		$9.55M Sell
383,385
-3,711
-1% -$103K 1.46% 24
2015
Q2 		$11.6M Buy
387,096
+4,183
+1% +$137K 1.35% 24
2015
Q1 		$12.6M Buy
382,913
+265
+0.1% +$8.88K 1.54% 17
2014
Q4 		$13.8M Buy
382,648
+3,200
+0.8% +$118K 2.13% 14
2014
Q3 		$15.3M Buy
379,448
+136
+0% +$5.34K 2.39% 12
2014
Q2 		$14.8M Buy
379,312
+50
+0% +$1.84K 2.29% 11
2014
Q1 		$13.2M Hold
379,262
– – 2.11% 14
2013
Q4 		$12.6M Hold
379,262
– – 2.07% 12
2013
Q3 		$11.6M Hold
379,262
– – 2.21% 13
2013
Q2 		$11.8M Buy
+379,262
New +$11.5M 2.14% 12

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

WMS Partners's EPD Position: Q1 2025 in Review

WMS Partners sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 32,090 shares — an estimated $1.01M sold.

WMS Partners first reported a position in EPD in Q2 2013 and held it in 47 quarters. The position peaked at $15.3M in Q3 2014. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • WMS Partners reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 32,090 Enterprise Products Partners shares in Q1 2025, an estimated $1.01M.
  • WMS Partners first reported a position in Enterprise Products Partners in Q2 2013 and held it in 47 quarters.
  • WMS Partners's Enterprise Products Partners position peaked at $15.3M in Q3 2014.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.