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Ancora Family Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Ancora Family Wealth 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
Q3 		$2.73M Buy
98,816
+865
+0.9% +$23.9K 0.93% 28
2016
Q2 		$2.87M Sell
97,951
-1,994
-2% -$53.5K 1.09% 25
2016
Q1 		$2.46M Buy
99,945
+3,123
+3% +$72.7K 1% 27
2015
Q4 		$2.48M Buy
96,822
+6,510
+7% +$169K 1.06% 26
2015
Q3 		$2.25M Buy
+90,312
New +$2.51M 0.94% 29

Other funds holding EPD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Ancora Family Wealth Advisors's EPD Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 0.88% in Q3 2016, buying an estimated $23.9K and bringing the position to 98,816 shares worth $2.73M. The position accounts for 0.93% of the portfolio, ranked #28.

Ancora Family Wealth Advisors first reported a position in EPD in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.87M in Q2 2016. 845 funds tracked by Wall St. Rank hold EPD as of Q3 2016.

  • Ancora Family Wealth Advisors held 98,816 shares of Enterprise Products Partners worth $2.73M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 865 Enterprise Products Partners shares in Q3 2016, an estimated $23.9K.
  • Enterprise Products Partners made up 0.93% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #28 holding.
  • Ancora Family Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Enterprise Products Partners position peaked at $2.87M in Q2 2016.
  • 845 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.