Hedeker Wealth’s Enterprise Products Partners EPD Stock Holding History

Hedeker Wealth’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	-14,730	Closed	-$398K	–	77
2017 Q2	$398K	Hold	14,730	–	–	0.38%	72
2017 Q1	$406K	Hold	14,730	–	–	0.38%	73
2016 Q4	$398K	Buy	14,730 +214	+1%	+$5.58K	0.33%	78
2016 Q3	$621	Buy	+14,516	New	+$401K	0.03%	121
2016 Q2	–	Sell	-14,730	Closed	-$395K	–	91
2016 Q1	$363K	Hold	14,730	–	–	0.34%	64
2015 Q4	$377K	Buy	14,730 +220	+2%	+$5.72K	0.33%	66
2015 Q3	$361K	Sell	14,510 -220	-1%	-$6.1K	0.31%	84
2015 Q2	$441K	Buy	14,730 +220	+2%	+$7.2K	0.35%	67
2015 Q1	$478K	Buy	14,510 +5,200	+56%	+$174K	0.4%	61
2014 Q4	$336K	Buy	+9,310	New	+$344K	0.27%	79

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

Hedeker Wealth's EPD Position: Q3 2017 in Review

Hedeker Wealth sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 14,730 shares — an estimated $398K sold.

Hedeker Wealth first reported a position in EPD in Q4 2014 and held it in 10 quarters. The position peaked at $478K in Q1 2015. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

Hedeker Wealth reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
Hedeker Wealth sold 14,730 Enterprise Products Partners shares in Q3 2017, an estimated $398K.
Hedeker Wealth first reported a position in Enterprise Products Partners in Q4 2014 and held it in 10 quarters.
Hedeker Wealth's Enterprise Products Partners position peaked at $478K in Q1 2015.
897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Hedeker Wealth's 13F filing for Q3 2017, filed 13 Nov 2017.