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

Friedberg 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
2017
Q3 		$1.36M Sell
52,100
-117,212
-69% -$3.1M 2.2% 17
2017
Q2 		$4.58M Sell
169,312
-6,000
-3% -$163K 1.96% 18
2017
Q1 		$4.84M Sell
175,312
-4,663
-3% -$130K 2.05% 14
2016
Q4 		$4.87M Sell
179,975
-9,400
-5% -$245K 2.23% 13
2016
Q3 		$5.23M Buy
189,375
+6,230
+3% +$172K 2.26% 12
2016
Q2 		$5.36M Buy
183,145
+5,350
+3% +$144K 2.53% 10
2016
Q1 		$4.38M Buy
177,795
+21,520
+14% +$501K 2.18% 13
2015
Q4 		$4M Buy
156,275
+86,445
+124% +$2.25M 1.95% 13
2015
Q3 		$1.74M Sell
69,830
-4,740
-6% -$131K 0.83% 49
2015
Q2 		$2.23M Sell
74,570
-200
-0.3% -$6.55K 0.84% 46
2015
Q1 		$2.46M Buy
74,770
+833
+1% +$27.9K 0.9% 48
2014
Q4 		$2.67M Buy
73,937
+2,410
+3% +$89.1K 1.05% 38
2014
Q3 		$2.88M Sell
71,527
-17
-0% -$667 1.11% 40
2014
Q2 		$2.8M Buy
71,544
+2,000
+3% +$73.8K 1.02% 43
2014
Q1 		$2.41M Sell
69,544
-3,996
-5% -$132K 0.94% 46
2013
Q4 		$2.44M Buy
73,540
+2,782
+4% +$86.7K 0.99% 42
2013
Q3 		$2.16M Buy
70,758
+2,722
+4% +$83.2K 0.94% 45
2013
Q2 		$2.11M Buy
+68,036
New +$2.06M 0.95% 45

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Friedberg Investment Management's EPD Position: Q3 2017 in Review

Friedberg Investment Management reduced its Enterprise Products Partners (EPD) stake by 69% in Q3 2017, selling an estimated $3.1M and leaving 52,100 shares worth $1.36M. The position accounts for 2.2% of the portfolio, ranked #17.

Friedberg Investment Management first reported a position in EPD in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.36M in Q2 2016. 898 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • Friedberg Investment Management held 52,100 shares of Enterprise Products Partners worth $1.36M as of Q3 2017.
  • Friedberg Investment Management sold 117,212 Enterprise Products Partners shares in Q3 2017, an estimated $3.1M.
  • Enterprise Products Partners made up 2.2% of Friedberg Investment Management's portfolio in Q3 2017, its #17 holding.
  • Friedberg Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's Enterprise Products Partners position peaked at $5.36M in Q2 2016.
  • 898 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.