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Belmont Global Advisors’s Enterprise Products Partners EPD Stock Holding History

Belmont Global 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
2015
Q3 		– Sell
-17,520
Closed -$524K – 61
2015
Q2 		$524K Buy
+17,520
New +$573K 0.58% 53
2015
Q1 		– Sell
-94,020
Closed -$3.4M – 91
2014
Q4 		$3.4M Sell
94,020
-3,340
-3% -$123K 3.35% 5
2014
Q3 		$3.92M Hold
97,360
– – 3.08% 5
2014
Q2 		$3.81M Sell
97,360
-17,200
-15% -$634K 2.75% 8
2014
Q1 		$3.97M Sell
114,560
-18,474
-14% -$612K 3.34% 6
2013
Q4 		$4.41M Buy
+133,034
New +$4.14M 3.56% 5

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Belmont Global Advisors's EPD Position: Q3 2015 in Review

Belmont Global Advisors sold out of Enterprise Products Partners (EPD) in Q3 2015, closing a stake of 17,520 shares — an estimated $524K sold.

Belmont Global Advisors first reported a position in EPD in Q4 2013 and held it in 6 quarters. The position peaked at $4.41M in Q4 2013. 776 funds tracked by Wall St. Rank hold EPD as of Q3 2015.

  • Belmont Global Advisors reported no remaining Enterprise Products Partners position as of Q3 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 17,520 Enterprise Products Partners shares in Q3 2015, an estimated $524K.
  • Belmont Global Advisors first reported a position in Enterprise Products Partners in Q4 2013 and held it in 6 quarters.
  • Belmont Global Advisors's Enterprise Products Partners position peaked at $4.41M in Q4 2013.
  • 776 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2015.

Based on Belmont Global Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.