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Catamount Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Catamount Wealth 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
2015
Q3 		– Sell
-2,050
Closed -$61K – 156
2015
Q2 		$61K Hold
2,050
– – 0.05% 60
2015
Q1 		$68K Buy
+2,050
New +$68.7K 0.06% 53

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HFA
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UBS Group
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Neuberger Berman Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
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ClearBridge Investments
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Catamount Wealth Management's EPD Position: Q3 2015 in Review

Catamount Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2015, closing a stake of 2,050 shares — an estimated $61K sold.

Catamount Wealth Management first reported a position in EPD in Q1 2015 and held it in 2 quarters. The position peaked at $68K in Q1 2015. 775 funds tracked by Wall St. Rank hold EPD as of Q3 2015.

  • Catamount Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 2,050 Enterprise Products Partners shares in Q3 2015, an estimated $61K.
  • Catamount Wealth Management first reported a position in Enterprise Products Partners in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Enterprise Products Partners position peaked at $68K in Q1 2015.
  • 775 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.