Harfst & Associates’s Enterprise Products Partners EPD Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-2,692	Closed	-$72K	–	118
2017 Q2	$72K	Hold	2,692	–	–	0.03%	134
2017 Q1	$74K	Buy	+2,692	New	+$75.2K	0.03%	138
2016 Q1	–	Sell	-7,184	Closed	-$183K	–	117
2015 Q4	$183K	Sell	7,184 -1,644	-19%	-$42.7K	0.07%	103
2015 Q3	$220K	Sell	8,828 -2,726	-24%	-$75.6K	0.1%	87
2015 Q2	$346K	Buy	+11,554	New	+$378K	0.19%	32

Other funds holding EPD

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

TCA

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

HFA

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

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

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

KACA

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Harfst & Associates's EPD Position: Q3 2017 in Review

Harfst & Associates sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 2,692 shares — an estimated $72K sold.

Harfst & Associates first reported a position in EPD in Q2 2015 and held it in 5 quarters. The position peaked at $346K in Q2 2015. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

Harfst & Associates reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 2,692 Enterprise Products Partners shares in Q3 2017, an estimated $72K.
Harfst & Associates first reported a position in Enterprise Products Partners in Q2 2015 and held it in 5 quarters.
Harfst & Associates's Enterprise Products Partners position peaked at $346K in Q2 2015.
897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.