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
Search
Sign in
Sign up
FIM
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
Shares
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
$871B AUM
31.28%
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
$9.6B AUM
19.53%
1-Year Est. Return
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
EIP
Energy Income Partners
Westport, Connecticut
$6.22B AUM
18.97%
1-Year Est. Return
Fayez Sarofim & Co
Houston, Texas
$39.1B AUM
15.14%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close