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BOIA
Bush ODonnell Investment Advisors’s
Enterprise Products Partners
EPD
Stock Holding History
Bush ODonnell Investment 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
2018
Q1
–
Sell
-15,445
Closed
-$409K
–
28
2017
Q4
$409K
Sell
15,445
-11,820
-43%
-$299K
0.33%
32
2017
Q3
$711K
Sell
27,265
-5,903
-18%
-$156K
0.54%
25
2017
Q2
$898K
Hold
33,168
–
–
0.55%
25
2017
Q1
$916K
Hold
33,168
–
–
0.57%
26
2016
Q4
$897K
Sell
33,168
-600
-2%
-$15.6K
0.6%
27
2016
Q3
$933K
Hold
33,768
–
–
0.62%
25
2016
Q2
$988K
Buy
33,768
+8,020
+31%
+$215K
0.66%
24
2016
Q1
$634K
Hold
25,748
–
–
0.43%
28
2015
Q4
$659K
Buy
25,748
+4,880
+23%
+$127K
0.46%
24
2015
Q3
$520K
Buy
20,868
+3,535
+20%
+$98.1K
0.37%
25
2015
Q2
$518K
Sell
17,333
-1,435
-8%
-$47K
0.32%
28
2015
Q1
$618K
Buy
18,768
+780
+4%
+$26.1K
0.37%
25
2014
Q4
$650K
Hold
17,988
–
–
0.35%
24
2014
Q3
$725K
Sell
17,988
-6,570
-27%
-$258K
0.42%
23
2014
Q2
$961K
Sell
24,558
-2,220
-8%
-$81.9K
0.54%
25
2014
Q1
$929K
Buy
26,778
+2,720
+11%
+$90.2K
0.48%
26
2013
Q4
$798K
Sell
24,058
-37,574
-61%
-$1.17M
0.42%
28
2013
Q3
$1.88M
Sell
61,632
-10,094
-14%
-$309K
0.9%
20
2013
Q2
$2.23M
Buy
+71,726
New
+$2.17M
1.11%
20
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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