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Dowling & Yahnke’s Enterprise Products Partners EPD Stock Holding History

Dowling & Yahnke’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
Q3 		– Sell
-5,290
Closed -$207K – 265
2014
Q2 		$207K Buy
+5,290
New +$195K 0.03% 259

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KACA
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Goldman Sachs
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Dowling & Yahnke's EPD Position: Q3 2014 in Review

Dowling & Yahnke sold out of Enterprise Products Partners (EPD) in Q3 2014, closing a stake of 5,290 shares — an estimated $207K sold.

Dowling & Yahnke first reported a position in EPD in Q2 2014 and held it in 1 quarter. The position peaked at $207K in Q2 2014. 779 funds tracked by Wall St. Rank hold EPD as of Q3 2014.

  • Dowling & Yahnke reported no remaining Enterprise Products Partners position as of Q3 2014 after selling out during the quarter.
  • Dowling & Yahnke sold 5,290 Enterprise Products Partners shares in Q3 2014, an estimated $207K.
  • Dowling & Yahnke first reported a position in Enterprise Products Partners in Q2 2014 and held it in 1 quarter.
  • Dowling & Yahnke's Enterprise Products Partners position peaked at $207K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2014.

Based on Dowling & Yahnke's 13F filing for Q3 2014, filed 22 Oct 2014.