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FWCM
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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