Anchor Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Anchor Capital 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
2016 Q4	–	Sell	-8,100	Closed	-$224K	–	289
2016 Q3	$224K	Hold	8,100	–	–	0.01%	268
2016 Q2	$237K	Buy	+8,100	New	+$217K	0.01%	271
2016 Q1	–	Sell	-8,100	Closed	-$207K	–	283
2015 Q4	$207K	Buy	+8,100	New	+$210K	0.01%	283
2015 Q3	–	Sell	-7,240	Closed	-$216K	–	285
2015 Q2	$216K	Hold	7,240	–	–	﹤0.01%	278
2015 Q1	$238K	Hold	7,240	–	–	0.01%	282
2014 Q4	$262K	Hold	7,240	–	–	0.01%	285
2014 Q3	$292K	Sell	7,240 -1,240	-15%	-$48.7K	0.01%	281
2014 Q2	$332K	Hold	8,480	–	–	0.01%	274
2014 Q1	$294K	Hold	8,480	–	–	0.01%	278
2013 Q4	$281K	Hold	8,480	–	–	0.01%	276
2013 Q3	$259K	Hold	8,480	–	–	0.01%	278
2013 Q2	$264K	Buy	+8,480	New	+$257K	0.01%	270

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Anchor Capital Advisors's EPD Position: Q4 2016 in Review

Anchor Capital Advisors sold out of Enterprise Products Partners (EPD) in Q4 2016, closing a stake of 8,100 shares — an estimated $224K sold.

Anchor Capital Advisors first reported a position in EPD in Q2 2013 and held it in 12 quarters. The position peaked at $332K in Q2 2014. 887 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

Anchor Capital Advisors reported no remaining Enterprise Products Partners position as of Q4 2016 after selling out during the quarter.
Anchor Capital Advisors sold 8,100 Enterprise Products Partners shares in Q4 2016, an estimated $224K.
Anchor Capital Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 12 quarters.
Anchor Capital Advisors's Enterprise Products Partners position peaked at $332K in Q2 2014.
887 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Anchor Capital Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.