Commonwealth Financial Services’s Enterprise Products Partners EPD Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$42K	Hold	1,533	–	–	0.05%	109
2016 Q4	$43K	Hold	1,533	–	–	0.04%	96
2016 Q3	$42K	Hold	1,533	–	–	0.04%	88
2016 Q2	$45K	Hold	1,533	–	–	0.05%	89
2016 Q1	$38K	Hold	1,533	–	–	0.06%	90
2015 Q4	$39K	Hold	1,533	–	–	0.13%	78
2015 Q3	$38K	Hold	1,533	–	–	0.04%	86
2015 Q2	$46K	Hold	1,533	–	–	0.05%	92
2015 Q1	$50K	Buy	1,533 +351	+30%	+$11.8K	0.04%	89
2014 Q4	$43K	Buy	+1,182	New	+$43.7K	0.04%	91

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Commonwealth Financial Services's EPD Position: Q1 2017 in Review

Commonwealth Financial Services held its Enterprise Products Partners (EPD) position steady in Q1 2017 at 1,533 shares worth $42K. The position accounts for 0.05% of the portfolio, ranked #109.

Commonwealth Financial Services first reported a position in EPD in Q4 2014 and has held it in 10 quarters since. The position peaked at $50K in Q1 2015. 905 funds tracked by Wall St. Rank hold EPD as of Q1 2017.

Commonwealth Financial Services held 1,533 shares of Enterprise Products Partners worth $42K as of Q1 2017.
Commonwealth Financial Services left its Enterprise Products Partners share count unchanged in Q1 2017.
Enterprise Products Partners made up 0.05% of Commonwealth Financial Services's portfolio in Q1 2017, its #109 holding.
Commonwealth Financial Services first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's Enterprise Products Partners position peaked at $50K in Q1 2015.
905 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.