First Western Capital Management’s Enterprise Products Partners EPD Stock Holding History

First Western Capital Management’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	-22,653	Closed	-$601K	–	55
2017 Q4	$601K	Hold	22,653	–	–	0.34%	55
2017 Q3	$591K	Sell	22,653 -2,678	-11%	-$70.8K	0.36%	51
2017 Q2	$686K	Sell	25,331 -4,910	-16%	-$133K	0.41%	45
2017 Q1	$835K	Sell	30,241 -25,620	-46%	-$716K	0.51%	47
2016 Q4	$1.51M	Sell	55,861 -37,660	-40%	-$981K	0.82%	43
2016 Q3	$2.58M	Sell	93,521 -9,036	-9%	-$250K	1.01%	40
2016 Q2	$3M	Buy	102,557 +8,881	+9%	+$238K	1.1%	39
2016 Q1	$2.31M	Buy	93,676 +45,132	+93%	+$1.05M	0.82%	56
2015 Q4	$1.24M	Sell	48,544 -15,206	-24%	-$395K	0.39%	80
2015 Q3	$1.59M	Buy	63,750 +624	+1%	+$17.3K	0.53%	77
2015 Q2	$1.89M	Sell	63,126 -8,137	-11%	-$266K	0.61%	72
2015 Q1	$2.35M	Sell	71,263 -2,878	-4%	-$96.4K	0.7%	63
2014 Q4	$2.68M	Sell	74,141 -397	-0.5%	-$14.7K	0.79%	49
2014 Q3	$3M	Buy	74,538 +5,316	+8%	+$209K	0.89%	43
2014 Q2	$2.71M	Buy	69,222 +3,616	+6%	+$133K	0.89%	41
2014 Q1	$2.27M	Buy	65,606 +2,806	+4%	+$93K	0.8%	41
2013 Q4	$2.08M	Buy	+62,800	New	+$1.96M	0.72%	47

Other funds holding EPD

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

First Western Capital Management's EPD Position: Q1 2018 in Review

First Western Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2018, closing a stake of 22,653 shares — an estimated $601K sold.

First Western Capital Management first reported a position in EPD in Q4 2013 and held it in 17 quarters. The position peaked at $3M in Q3 2014. 951 funds tracked by Wall St. Rank hold EPD as of Q1 2018.

First Western Capital Management reported no remaining Enterprise Products Partners position as of Q1 2018 after selling out during the quarter.
First Western Capital Management sold 22,653 Enterprise Products Partners shares in Q1 2018, an estimated $601K.
First Western Capital Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 17 quarters.
First Western Capital Management's Enterprise Products Partners position peaked at $3M in Q3 2014.
951 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2018.

Based on First Western Capital Management's 13F filing for Q1 2018, filed 14 May 2018.