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Geller Advisors’s Enterprise Products Partners EPD Stock Holding History

Geller Advisors’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
2015
Q1 		– Sell
-5,696
Closed -$206K – 42
2014
Q4 		$206K Sell
5,696
-64
-1% -$2.37K 0.12% 37
2014
Q3 		$232K Buy
+5,760
New +$226K 0.13% 39

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Geller Advisors's EPD Position: Q1 2015 in Review

Geller Advisors sold out of Enterprise Products Partners (EPD) in Q1 2015, closing a stake of 5,696 shares — an estimated $206K sold.

Geller Advisors first reported a position in EPD in Q3 2014 and held it in 2 quarters. The position peaked at $232K in Q3 2014. 801 funds tracked by Wall St. Rank hold EPD as of Q1 2015.

  • Geller Advisors reported no remaining Enterprise Products Partners position as of Q1 2015 after selling out during the quarter.
  • Geller Advisors sold 5,696 Enterprise Products Partners shares in Q1 2015, an estimated $206K.
  • Geller Advisors first reported a position in Enterprise Products Partners in Q3 2014 and held it in 2 quarters.
  • Geller Advisors's Enterprise Products Partners position peaked at $232K in Q3 2014.
  • 801 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2015.

Based on Geller Advisors's 13F filing for Q1 2015, filed 12 May 2015.