Beck Capital Management’s Enterprise Products Partners EPD Stock Holding History

Beck Capital Management’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
2018 Q1	–	Sell	-38,781	Closed	-$1.03M	–	118
2017 Q4	$1.03M	Sell	38,781 -9,998	-20%	-$253K	0.45%	56
2017 Q3	$1.27M	Sell	48,779 -985	-2%	-$26K	0.61%	50
2017 Q2	$1.32M	Sell	49,764 -1,455	-3%	-$39.4K	0.68%	44
2017 Q1	$1.41M	Sell	51,219 -5,006	-9%	-$140K	0.75%	44
2016 Q4	$1.52M	Sell	56,225 -15	-0%	-$391	0.85%	48
2016 Q3	$1.55M	Sell	56,240 -694	-1%	-$19.2K	0.95%	42
2016 Q2	$1.67M	Buy	56,934 +5,989	+12%	+$161K	1.06%	42
2016 Q1	$1.25M	Buy	+50,945	New	+$1.19M	0.87%	39
2015 Q3	–	Sell	-17,945	Closed	-$536K	–	113
2015 Q2	$536K	Sell	17,945 -2,507	-12%	-$82.1K	0.29%	76
2015 Q1	$673K	Sell	20,452 -14,918	-42%	-$500K	0.38%	69
2014 Q4	$1.28M	Sell	35,370 -12,630	-26%	-$467K	0.74%	43
2014 Q3	$1.77M	Sell	48,000 -1,910	-4%	-$74.9K	1.24%	23
2014 Q2	$1.95M	Buy	49,910 +3,400	+7%	+$125K	1.3%	18
2014 Q1	$1.65M	Buy	46,510 +2,660	+6%	+$88.2K	1.26%	23
2013 Q4	$1.41M	Buy	+43,850	New	+$1.37M	1.13%	27

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

KACA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Beck Capital Management's EPD Position: Q1 2018 in Review

Beck Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 38,781 shares — an estimated $1.03M sold.

Beck Capital Management first reported a position in EPD in Q4 2013 and held it in 15 quarters. The position peaked at $1.95M in Q2 2014. 951 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

Beck Capital Management reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
Beck Capital Management sold 38,781 Enterprise Products Partners shares in Q1 2018, an estimated $1.03M.
Beck Capital Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 15 quarters.
Beck Capital Management's Enterprise Products Partners position peaked at $1.95M in Q2 2014.
951 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Beck Capital Management's 13F filing for Q1 2018, filed 15 May 2018.