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Cornerstone Advisors (Washington)’s Enterprise Products Partners EPD Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-220
Closed -$6K – 922
2017
Q2 		$6K Buy
+220
New +$5.96K ﹤0.01% 659
2016
Q1 		– Sell
-622
Closed -$16K – 889
2015
Q4 		$16K Buy
+622
New +$16.2K 0.02% 353

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HFA
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AA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EPD Position: Q3 2017 in Review

Cornerstone Advisors (Washington) sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 220 shares — an estimated $6K sold.

Cornerstone Advisors (Washington) first reported a position in EPD in Q4 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • Cornerstone Advisors (Washington) reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 220 Enterprise Products Partners shares in Q3 2017, an estimated $6K.
  • Cornerstone Advisors (Washington) first reported a position in Enterprise Products Partners in Q4 2015 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s Enterprise Products Partners position peaked at $16K in Q4 2015.
  • 897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2017, filed 25 Oct 2017.