Girard Securities’s Enterprise Products Partners EPD Stock Holding History

Girard Securities’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 Q4	–	Sell	-14,913	Closed	-$389K	–	29
2017 Q3	$389K	Sell	14,913 -22,061	-60%	-$583K	0.34%	65
2017 Q2	$1M	Buy	36,974 +1,038	+3%	+$28.1K	0.75%	33
2017 Q1	$992K	Buy	35,936 +17,192	+92%	+$480K	0.85%	31
2016 Q4	$507K	Buy	+18,744	New	+$488K	0.44%	66
2016 Q3	–	Sell	-11,549	Closed	-$339K	–	160
2016 Q2	$339K	Buy	11,549 +180	+2%	+$4.83K	0.31%	96
2016 Q1	$281K	Buy	+11,369	New	+$265K	0.28%	104

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Girard Securities's EPD Position: Q4 2017 in Review

Girard Securities sold out of Enterprise Products Partners (EPD) in Q4 2017, closing a stake of 14,913 shares — an estimated $389K sold.

Girard Securities first reported a position in EPD in Q1 2016 and held it in 6 quarters. The position peaked at $1M in Q2 2017. 970 funds tracked by Wall St. Rank hold EPD as of Q4 2017.

Girard Securities reported no remaining Enterprise Products Partners position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 14,913 Enterprise Products Partners shares in Q4 2017, an estimated $389K.
Girard Securities first reported a position in Enterprise Products Partners in Q1 2016 and held it in 6 quarters.
Girard Securities's Enterprise Products Partners position peaked at $1M in Q2 2017.
970 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.