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FolioMetrix’s Enterprise Products Partners EPD Stock Holding History

FolioMetrix’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
2015
Q2 		– Sell
-1,937
Closed -$64K – 228
2015
Q1 		$64K Hold
1,937
– – 0.03% 223
2014
Q4 		$65K Buy
+1,937
New +$71.6K 0.05% 220

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FolioMetrix's EPD Position: Q2 2015 in Review

FolioMetrix sold out of Enterprise Products Partners (EPD) in Q2 2015, closing a stake of 1,937 shares — an estimated $64K sold.

FolioMetrix first reported a position in EPD in Q4 2014 and held it in 2 quarters. The position peaked at $65K in Q4 2014. 807 funds tracked by Wall St. Rank hold EPD as of Q2 2015.

  • FolioMetrix reported no remaining Enterprise Products Partners position as of Q2 2015 after selling out during the quarter.
  • FolioMetrix sold 1,937 Enterprise Products Partners shares in Q2 2015, an estimated $64K.
  • FolioMetrix first reported a position in Enterprise Products Partners in Q4 2014 and held it in 2 quarters.
  • FolioMetrix's Enterprise Products Partners position peaked at $65K in Q4 2014.
  • 807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.