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Gary Goldberg Planning Services’s Enterprise Products Partners EPD Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$69K Hold
1,902
– – 0.03% 185
2014
Q3 		$77K Buy
1,902
+1,502
+376% +$58.9K 0.03% 174
2014
Q2 		$16K Hold
400
– – 0.01% 309
2014
Q1 		$14K Hold
400
– – 0.01% 300
2013
Q4 		$13K Hold
400
– – 0.01% 272
2013
Q3 		$12K Hold
400
– – 0.01% 276
2013
Q2 		$12K Buy
+400
New +$12.1K 0.01% 289

Other funds holding EPD

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gary Goldberg Planning Services's EPD Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Enterprise Products Partners (EPD) position steady in Q4 2014 at 1,902 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #185.

Gary Goldberg Planning Services first reported a position in EPD in Q2 2013 and has held it in 7 quarters since. The position peaked at $77K in Q3 2014. 821 funds tracked by Wall St. Rank hold EPD as of Q4 2014.

  • Gary Goldberg Planning Services held 1,902 shares of Enterprise Products Partners worth $69K as of Q4 2014.
  • Gary Goldberg Planning Services left its Enterprise Products Partners share count unchanged in Q4 2014.
  • Enterprise Products Partners made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #185 holding.
  • Gary Goldberg Planning Services first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Enterprise Products Partners position peaked at $77K in Q3 2014.
  • 821 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.