Family Capital Trust’s Enterprise Products Partners EPD Stock Holding History

Family Capital Trust’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 Q1	–	Sell	-575	Closed	-$15K	–	59
2017 Q4	$15K	Hold	575	–	–	0.01%	55
2017 Q3	$15K	Hold	575	–	–	0.01%	51
2017 Q2	$16K	Hold	575	–	–	0.01%	49
2017 Q1	$16K	Sell	575 -2,570	-82%	-$71.8K	0.01%	50
2016 Q4	$85K	Sell	3,145 -898	-22%	-$23.4K	0.05%	55
2016 Q3	$112K	Hold	4,043	–	–	0.06%	47
2016 Q2	$118K	Hold	4,043	–	–	0.07%	46
2016 Q1	$99K	Sell	4,043 -775	-16%	-$18K	0.06%	47
2015 Q4	$123K	Hold	4,818	–	–	0.07%	46
2015 Q3	$120K	Hold	4,818	–	–	0.07%	49
2015 Q2	$144K	Hold	4,818	–	–	0.08%	49
2015 Q1	$159K	Sell	4,818 -816	-14%	-$27.3K	0.09%	51
2014 Q4	$203K	Sell	5,634 -6,700	-54%	-$248K	0.11%	53
2014 Q3	$497K	Hold	12,334	–	–	0.27%	37
2014 Q2	$483K	Sell	12,334 -50	-0.4%	-$1.84K	0.25%	43
2014 Q1	$429K	Sell	12,384 -155,630	-93%	-$5.16M	0.23%	43
2013 Q4	$5.57M	Sell	168,014 -6,500	-4%	-$203K	3.03%	4
2013 Q3	$5.33M	Sell	174,514 -3,260	-2%	-$99.7K	3.21%	4
2013 Q2	$5.52M	Buy	+177,774	New	+$5.39M	3.52%	4

Other funds holding EPD

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Family Capital Trust's EPD Position: Q1 2018 in Review

Family Capital Trust sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 575 shares — an estimated $15K sold.

Family Capital Trust first reported a position in EPD in Q2 2013 and held it in 19 quarters. The position peaked at $5.57M in Q4 2013. 950 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

Family Capital Trust reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
Family Capital Trust sold 575 Enterprise Products Partners shares in Q1 2018, an estimated $15K.
Family Capital Trust first reported a position in Enterprise Products Partners in Q2 2013 and held it in 19 quarters.
Family Capital Trust's Enterprise Products Partners position peaked at $5.57M in Q4 2013.
950 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on Family Capital Trust's 13F filing for Q1 2018, filed 17 Apr 2018.