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Advocacy Wealth Management Services’s Enterprise Products Partners EPD Stock Holding History

Advocacy Wealth Management Services’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
2016
Q3 		– Sell
-2,028
Closed -$59K – 374
2016
Q2 		$59K Sell
2,028
-462
-19% -$12.4K 0.03% 130
2016
Q1 		$61K Hold
2,490
– – 0.04% 167
2015
Q4 		$64K Buy
+2,490
New +$64.7K 0.07% 148

Other funds holding EPD

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advocacy Wealth Management Services's EPD Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Enterprise Products Partners (EPD) in Q3 2016, closing a stake of 2,028 shares — an estimated $59K sold.

Advocacy Wealth Management Services first reported a position in EPD in Q4 2015 and held it in 3 quarters. The position peaked at $64K in Q4 2015. 844 funds tracked by Wall St. Rank hold EPD as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Enterprise Products Partners position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,028 Enterprise Products Partners shares in Q3 2016, an estimated $59K.
  • Advocacy Wealth Management Services first reported a position in Enterprise Products Partners in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Enterprise Products Partners position peaked at $64K in Q4 2015.
  • 844 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.