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

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