Constellation Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Constellation Wealth Advisors’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 Q4	–	Sell	-9,920	Closed	-$400K	–	181
2014 Q3	$400K	Hold	9,920	–	–	0.04%	151
2014 Q2	$388K	Sell	9,920 -620	-6%	-$22.9K	0.04%	137
2014 Q1	$366K	Buy	10,540 +620	+6%	+$20.6K	0.04%	162
2013 Q4	$329K	Hold	9,920	–	–	0.03%	175
2013 Q3	$303K	Hold	9,920	–	–	0.03%	169
2013 Q2	$308K	Buy	+9,920	New	+$301K	0.04%	160

Other funds holding EPD

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Constellation Wealth Advisors's EPD Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2014, closing a stake of 9,920 shares — an estimated $400K sold.

Constellation Wealth Advisors first reported a position in EPD in Q2 2013 and held it in 6 quarters. The position peaked at $400K in Q3 2014. 822 funds tracked by Wall St. Rank hold EPD as of Q4 2014.

Constellation Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 9,920 Enterprise Products Partners shares in Q4 2014, an estimated $400K.
Constellation Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 6 quarters.
Constellation Wealth Advisors's Enterprise Products Partners position peaked at $400K in Q3 2014.
822 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.