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Acrospire Investment Management’s Enterprise Products Partners EPD Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-5,640
Closed -$153K – 470
2017
Q2 		$153K Buy
5,640
+4,800
+571% +$130K 0.14% 66
2017
Q1 		$23K Buy
+840
New +$23.5K 0.02% 1538
2016
Q3 		– Sell
-240
Closed -$7K – 2018
2016
Q2 		$7K Sell
240
-2,100
-90% -$56.4K 0.01% 1807
2016
Q1 		$58K Buy
+2,340
New +$54.5K 0.04% 793

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Acrospire Investment Management's EPD Position: Q3 2017 in Review

Acrospire Investment Management sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 5,640 shares — an estimated $153K sold.

Acrospire Investment Management first reported a position in EPD in Q1 2016 and held it in 4 quarters. The position peaked at $153K in Q2 2017. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • Acrospire Investment Management reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 5,640 Enterprise Products Partners shares in Q3 2017, an estimated $153K.
  • Acrospire Investment Management first reported a position in Enterprise Products Partners in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Enterprise Products Partners position peaked at $153K in Q2 2017.
  • 897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.