HRIA
EPD icon

Haberer Registered Investment Advisor’s Enterprise Products Partners EPD Stock Holding History

Haberer Registered Investment Advisor’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
-1,350
Closed -$45K – 417
2013
Q4 		$45K Hold
1,350
– – 0.02% 157
2013
Q3 		$41K Hold
1,350
– – 0.01% 164
2013
Q2 		$42K Buy
+1,350
New +$40.9K 0.01% 197

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

Haberer Registered Investment Advisor's EPD Position: Q1 2014 in Review

Haberer Registered Investment Advisor sold out of Enterprise Products Partners (EPD) in Q1 2014, closing a stake of 1,350 shares — an estimated $45K sold.

Haberer Registered Investment Advisor first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $45K in Q4 2013. 725 funds tracked by Wall St. Rank hold EPD as of Q1 2014.

  • Haberer Registered Investment Advisor reported no remaining Enterprise Products Partners position as of Q1 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 1,350 Enterprise Products Partners shares in Q1 2014, an estimated $45K.
  • Haberer Registered Investment Advisor first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Haberer Registered Investment Advisor's Enterprise Products Partners position peaked at $45K in Q4 2013.
  • 725 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2014, filed 9 Apr 2014.