HCC
Hirtle Callaghan & Co’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-8,126
| Closed | -$220K | – | 199 |
|
2017
Q2 | $220K | Buy |
8,126
+546
| +7% | +$14.8K | 0.04% | 19 |
|
2017
Q1 | $209K | Buy |
+7,580
| New | +$209K | 0.03% | 19 |
|
2015
Q1 | – | Sell |
-48,748
| Closed | -$1.76M | – | 126 |
|
2014
Q4 | $1.76M | Buy |
+48,748
| New | +$1.76M | 0.41% | 40 |
|
2014
Q2 | – | Sell |
-24,766
| Closed | -$1.72M | – | 656 |
|
2014
Q1 | $1.72M | Sell |
24,766
-1,798
| -7% | -$125K | 0.28% | 50 |
|
2013
Q4 | $1.76M | Hold |
26,564
| – | – | 0.24% | 54 |
|
2013
Q3 | $1.62M | Buy |
+26,564
| New | +$1.62M | 0.26% | 54 |
|