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Gerstein Fisher’s Enterprise Products Partners EPD Stock Holding History

Gerstein Fisher’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
Q1 		– Sell
-8,576
Closed -$284K – 355
2013
Q4 		$284K Sell
8,576
-1,240
-13% -$38.6K 0.06% 301
2013
Q3 		$300K Hold
9,816
– – 0.07% 265
2013
Q2 		$305K Buy
+9,816
New +$297K 0.07% 231

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gerstein Fisher's EPD Position: Q1 2014 in Review

Gerstein Fisher sold out of Enterprise Products Partners (EPD) in Q1 2014, closing a stake of 8,576 shares — an estimated $284K sold.

Gerstein Fisher first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $305K in Q2 2013. 725 funds tracked by Wall St. Rank hold EPD as of Q1 2014.

  • Gerstein Fisher reported no remaining Enterprise Products Partners position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 8,576 Enterprise Products Partners shares in Q1 2014, an estimated $284K.
  • Gerstein Fisher first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's Enterprise Products Partners position peaked at $305K in Q2 2013.
  • 725 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.