Banyan Partners’s Enterprise Products Partners EPD Stock Holding History

Banyan 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
2014 Q3	$3.09M	Sell	76,599 -4,229	-5%	-$166K	0.26%	97
2014 Q2	$3.16M	Sell	80,828 -1,348	-2%	-$49.7K	0.27%	103
2014 Q1	$2.85M	Sell	82,176 -5,250	-6%	-$174K	0.25%	109
2013 Q4	$2.9M	Buy	87,426 +25,854	+42%	+$805K	0.2%	104
2013 Q3	$1.88M	Buy	61,572 +38,456	+166%	+$1.18M	0.17%	123
2013 Q2	$718K	Buy	+23,116	New	+$700K	0.14%	121

Other funds holding EPD

TCA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KACA

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

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

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

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

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

HFA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Banyan Partners's EPD Position: Q3 2014 in Review

Banyan Partners reduced its Enterprise Products Partners (EPD) stake by 5.2% in Q3 2014, selling an estimated $166K and leaving 76,599 shares worth $3.09M. The position accounts for 0.26% of the portfolio, ranked #97.

Banyan Partners first reported a position in EPD in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.16M in Q2 2014. 779 funds tracked by Wall St. Rank hold EPD as of Q3 2014.

Banyan Partners held 76,599 shares of Enterprise Products Partners worth $3.09M as of Q3 2014.
Banyan Partners sold 4,229 Enterprise Products Partners shares in Q3 2014, an estimated $166K.
Enterprise Products Partners made up 0.26% of Banyan Partners's portfolio in Q3 2014, its #97 holding.
Banyan Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Enterprise Products Partners position peaked at $3.16M in Q2 2014.
779 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.