AP
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Appleton Partners’s Enterprise Products Partners EPD Stock Holding History

Appleton 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
2013
Q3 		– Sell
-8,538
Closed -$265K – 167
2013
Q2 		$265K Buy
+8,538
New +$259K 0.08% 128

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AA
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ClearBridge Investments
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SF
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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Appleton Partners's EPD Position: Q3 2013 in Review

Appleton Partners sold out of Enterprise Products Partners (EPD) in Q3 2013, closing a stake of 8,538 shares — an estimated $265K sold.

Appleton Partners first reported a position in EPD in Q2 2013 and held it in 1 quarter. The position peaked at $265K in Q2 2013. 641 funds tracked by Wall St. Rank hold EPD as of Q3 2013.

  • Appleton Partners reported no remaining Enterprise Products Partners position as of Q3 2013 after selling out during the quarter.
  • Appleton Partners sold 8,538 Enterprise Products Partners shares in Q3 2013, an estimated $265K.
  • Appleton Partners first reported a position in Enterprise Products Partners in Q2 2013 and held it in 1 quarter.
  • Appleton Partners's Enterprise Products Partners position peaked at $265K in Q2 2013.
  • 641 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2013.

Based on Appleton Partners's 13F filing for Q3 2013, filed 22 Oct 2013.