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Capital Wealth Planning’s Enterprise Products Partners EPD Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-53,104
Closed -$1.6M – 127
2013
Q4 		$1.6M Buy
53,104
+15,904
+43% +$495K 1.93% 11
2013
Q3 		$1.14M Sell
37,200
-15,928
-30% -$487K 0.51% 36
2013
Q2 		$1.65M Buy
+53,128
New +$1.61M 1.3% 19

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Capital Wealth Planning's EPD Position: Q1 2014 in Review

Capital Wealth Planning sold out of Enterprise Products Partners (EPD) in Q1 2014, closing a stake of 53,104 shares — an estimated $1.6M sold.

Capital Wealth Planning first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $1.65M in Q2 2013. 724 funds tracked by Wall St. Rank hold EPD as of Q1 2014.

  • Capital Wealth Planning reported no remaining Enterprise Products Partners position as of Q1 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 53,104 Enterprise Products Partners shares in Q1 2014, an estimated $1.6M.
  • Capital Wealth Planning first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Capital Wealth Planning's Enterprise Products Partners position peaked at $1.65M in Q2 2013.
  • 724 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2014.

Based on Capital Wealth Planning's 13F filing for Q1 2014, filed 16 May 2014.