Gupta Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Gupta Wealth Management’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
2016 Q1	$748K	Buy	30,392 +5,862	+24%	+$136K	0.18%	108
2015 Q4	$627K	Sell	24,530 -5,988	-20%	-$156K	0.16%	119
2015 Q3	$760K	Buy	30,518 +103	+0.3%	+$2.86K	0.19%	109
2015 Q2	$909K	Buy	30,415 +155	+0.5%	+$5.07K	0.22%	95
2015 Q1	$996K	Buy	+30,260	New	+$1.01M	0.29%	81

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Gupta Wealth Management's EPD Position: Q1 2016 in Review

Gupta Wealth Management increased its Enterprise Products Partners (EPD) stake by 24% in Q1 2016, buying an estimated $136K and bringing the position to 30,392 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #108.

Gupta Wealth Management first reported a position in EPD in Q1 2015 and has held it in 5 quarters since. The position peaked at $996K in Q1 2015. 807 funds tracked by Wall St. Rank hold EPD as of Q1 2016.

Gupta Wealth Management held 30,392 shares of Enterprise Products Partners worth $748K as of Q1 2016.
Gupta Wealth Management bought 5,862 Enterprise Products Partners shares in Q1 2016, an estimated $136K.
Enterprise Products Partners made up 0.18% of Gupta Wealth Management's portfolio in Q1 2016, its #108 holding.
Gupta Wealth Management first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Enterprise Products Partners position peaked at $996K in Q1 2015.
807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.