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Geller Advisors’s Enterprise Products Partners EPD Stock Holding History

Geller Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,696
Closed -$206K – 42
2014
Q4 		$206K Sell
5,696
-64
-1% -$2.32K 0.12% 37
2014
Q3 		$232K Buy
+5,760
New +$232K 0.13% 39