FDS
EPD icon

First Dallas Securities’s Enterprise Products Partners EPD Stock Holding History

First Dallas 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
Q1 		– Sell
-5,400
Closed -$143K – 113
2017
Q4 		$143K Buy
+5,400
New +$137K 0.09% 116
2016
Q4 		– Sell
-12,531
Closed -$346K – 111
2016
Q3 		$346K Sell
12,531
-615
-5% -$17K 0.26% 76
2016
Q2 		$385K Sell
13,146
-500
-4% -$13.4K 0.3% 69
2016
Q1 		$336K Hold
13,646
– – 0.27% 67
2015
Q4 		$349K Hold
13,646
– – 0.29% 70
2015
Q3 		$340K Hold
13,646
– – 0.28% 65
2015
Q2 		$408K Sell
13,646
-1,023
-7% -$33.5K 0.29% 65
2015
Q1 		$483K Sell
14,669
-1,000
-6% -$33.5K 0.34% 56
2014
Q4 		$566K Hold
15,669
– – 0.37% 57
2014
Q3 		$631K Buy
+15,669
New +$615K 0.37% 56

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TCA
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AA
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Bank of America
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KACA
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UBS Group
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Morgan Stanley
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Neuberger Berman Group
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EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return