Founders Capital Management (Connecticut)’s Enterprise Products Partners EPD Stock Holding History

Founders Capital Management (Connecticut)’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
2017 Q3	–	Sell	-7,057	Closed	-$191K	–	54
2017 Q2	$191K	Hold	7,057	–	–	0.1%	55
2017 Q1	$195K	Hold	7,057	–	–	0.1%	55
2016 Q4	$191K	Hold	7,057	–	–	0.1%	55
2016 Q3	$195K	Buy	7,057 +1,040	+17%	+$28.7K	0.11%	53
2016 Q2	$176K	Sell	6,017 -1,040	-15%	-$27.9K	0.1%	53
2016 Q1	$174K	Buy	7,057 +107	+2%	+$2.49K	0.1%	52
2015 Q4	$178K	Buy	6,950 +164	+2%	+$4.26K	0.11%	51
2015 Q3	$171K	Hold	6,786	–	–	0.11%	52
2015 Q2	$203K	Buy	6,786 +64	+1%	+$2.1K	0.12%	52
2015 Q1	$221K	Buy	6,722 +60	+0.9%	+$2.01K	0.13%	51
2014 Q4	$241K	Buy	+6,662	New	+$246K	0.15%	43

Other funds holding EPD

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

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Founders Capital Management (Connecticut)'s EPD Position: Q3 2017 in Review

Founders Capital Management (Connecticut) sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 7,057 shares — an estimated $191K sold.

Founders Capital Management (Connecticut) first reported a position in EPD in Q4 2014 and held it in 11 quarters. The position peaked at $241K in Q4 2014. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

Founders Capital Management (Connecticut) reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
Founders Capital Management (Connecticut) sold 7,057 Enterprise Products Partners shares in Q3 2017, an estimated $191K.
Founders Capital Management (Connecticut) first reported a position in Enterprise Products Partners in Q4 2014 and held it in 11 quarters.
Founders Capital Management (Connecticut)'s Enterprise Products Partners position peaked at $241K in Q4 2014.
897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q3 2017, filed 16 Oct 2017.