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

Concert 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
2017
Q2 		– Sell
-19,101
Closed -$518K – 232
2017
Q1 		$518K Sell
19,101
-4,000
-17% -$112K 0.12% 237
2016
Q4 		$626K Sell
23,101
-13,051
-36% -$340K 0.14% 210
2016
Q3 		$1M Sell
36,152
-282
-0.8% -$7.79K 0.12% 218
2016
Q2 		$1.07M Buy
36,434
+12,038
+49% +$323K 0.14% 196
2016
Q1 		$600K Buy
24,396
+9,934
+69% +$231K 0.08% 307
2015
Q4 		$369K Sell
14,462
-8,487
-37% -$221K 0.05% 424
2015
Q3 		$571K Buy
22,949
+8,331
+57% +$231K 0.08% 326
2015
Q2 		$439K Sell
14,618
-2,765
-16% -$90.5K 0.06% 392
2015
Q1 		$269K Buy
17,383
+401
+2% +$13.4K 0.08% 323
2014
Q4 		$613K Buy
16,982
+6,592
+63% +$244K 0.09% 276
2014
Q3 		$417K Sell
10,390
-20
-0.2% -$785 0.06% 309
2014
Q2 		$399K Sell
10,410
-136
-1% -$5.02K 0.05% 342
2014
Q1 		$364K Hold
10,546
– – 0.05% 356
2013
Q4 		$350K Buy
10,546
+102
+1% +$3.18K 0.04% 340
2013
Q3 		$318K Sell
10,444
-316
-3% -$9.66K 0.05% 351
2013
Q2 		$334K Buy
+10,760
New +$326K 0.05% 319

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Concert Wealth Management's EPD Position: Q2 2017 in Review

Concert Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2017, closing a stake of 19,101 shares — an estimated $518K sold.

Concert Wealth Management first reported a position in EPD in Q2 2013 and held it in 16 quarters. The position peaked at $1.07M in Q2 2016. 889 funds tracked by Wall St. Rank hold EPD as of Q2 2017.

  • Concert Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 19,101 Enterprise Products Partners shares in Q2 2017, an estimated $518K.
  • Concert Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Enterprise Products Partners position peaked at $1.07M in Q2 2016.
  • 889 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.