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Credential Securities’s Enterprise Products Partners EPD Stock Holding History

Credential Securities’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
2018
Q2 		– Sell
-57
Closed -$1.4K – 254
2018
Q1 		$1.4K Hold
57
– – ﹤0.01% 266
2017
Q4 		$1.51K Hold
57
– – ﹤0.01% 250
2017
Q3 		$1.49K Hold
57
– – ﹤0.01% 258
2017
Q2 		$1.53K Hold
57
– – ﹤0.01% 254
2017
Q1 		$1.57K Hold
57
– – ﹤0.01% 250
2016
Q4 		$1.54K Hold
57
– – ﹤0.01% 253
2016
Q3 		$1.57K Hold
57
– – ﹤0.01% 238
2016
Q2 		$1.67K Buy
+57
New +$1.53K ﹤0.01% 223

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credential Securities's EPD Position: Q2 2018 in Review

Credential Securities sold out of Enterprise Products Partners (EPD) in Q2 2018, closing a stake of 57 shares — an estimated $1.4K sold.

Credential Securities first reported a position in EPD in Q2 2016 and held it in 8 quarters. The position peaked at $1.67K in Q2 2016. 970 funds tracked by Wall St. Rank hold EPD as of Q2 2018.

  • Credential Securities reported no remaining Enterprise Products Partners position as of Q2 2018 after selling out during the quarter.
  • Credential Securities sold 57 Enterprise Products Partners shares in Q2 2018, an estimated $1.4K.
  • Credential Securities first reported a position in Enterprise Products Partners in Q2 2016 and held it in 8 quarters.
  • Credential Securities's Enterprise Products Partners position peaked at $1.67K in Q2 2016.
  • 970 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.