Freedom Investment Management’s Enterprise Products Partners EPD Stock Holding History

Freedom Investment 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 Q4	–	Sell	-8,187	Closed	-$237K	–	797
2018 Q3	$237K	Buy	8,187 +728	+10%	+$21K	0.01%	780
2018 Q2	$206K	Buy	+7,459	New	+$204K	0.01%	884
2017 Q2	–	Sell	-7,483	Closed	-$207K	–	1077
2017 Q1	$207K	Sell	7,483 -1,956	-21%	-$54.6K	0.01%	955
2016 Q4	$255K	Sell	9,439 -2,080	-18%	-$54.2K	0.02%	766
2016 Q3	$318K	Buy	11,519 +3,960	+52%	+$109K	0.02%	609
2016 Q2	$221K	Buy	+7,559	New	+$203K	0.02%	723
2014 Q1	–	Sell	-6,280	Closed	-$208K	–	444
2013 Q4	$208K	Buy	+6,280	New	+$196K	0.05%	382

Other funds holding EPD

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

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

EIP

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

Freedom Investment Management's EPD Position: Q4 2018 in Review

Freedom Investment Management sold out of Enterprise Products Partners (EPD) in Q4 2018, closing a stake of 8,187 shares — an estimated $237K sold.

Freedom Investment Management first reported a position in EPD in Q4 2013 and held it in 7 quarters. The position peaked at $318K in Q3 2016. 1,028 funds tracked by Wall St. Rank hold EPD as of Q4 2018.

Freedom Investment Management reported no remaining Enterprise Products Partners position as of Q4 2018 after selling out during the quarter.
Freedom Investment Management sold 8,187 Enterprise Products Partners shares in Q4 2018, an estimated $237K.
Freedom Investment Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 7 quarters.
Freedom Investment Management's Enterprise Products Partners position peaked at $318K in Q3 2016.
1,028 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.