Bruderman Asset Management’s Enterprise Products Partners EPD Stock Holding History

Bruderman Asset 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
2016 Q4	–	Sell	-2,473	Closed	-$68K	–	369
2016 Q3	$68K	Hold	2,473	–	–	0.02%	176
2016 Q2	$72K	Hold	2,473	–	–	0.02%	180
2016 Q1	$61K	Hold	2,473	–	–	0.02%	183
2015 Q4	$63K	Hold	2,473	–	–	0.02%	188
2015 Q3	$62K	Sell	2,473 -15	-0.6%	-$416	0.02%	189
2015 Q2	$74K	Buy	2,488 +986	+66%	+$32.3K	0.03%	181
2015 Q1	$49K	Buy	+1,502	New	+$50.3K	0.02%	214

Other funds holding EPD

HFA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bruderman Asset Management's EPD Position: Q4 2016 in Review

Bruderman Asset Management sold out of Enterprise Products Partners (EPD) in Q4 2016, closing a stake of 2,473 shares — an estimated $68K sold.

Bruderman Asset Management first reported a position in EPD in Q1 2015 and held it in 7 quarters. The position peaked at $74K in Q2 2015. 886 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

Bruderman Asset Management reported no remaining Enterprise Products Partners position as of Q4 2016 after selling out during the quarter.
Bruderman Asset Management sold 2,473 Enterprise Products Partners shares in Q4 2016, an estimated $68K.
Bruderman Asset Management first reported a position in Enterprise Products Partners in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Enterprise Products Partners position peaked at $74K in Q2 2015.
886 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.