Hirtle Callaghan & Co’s Enterprise Products Partners EPD Stock Holding History

Hirtle Callaghan & Co’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	-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	+$212K	0.03%	19
2015 Q1	–	Sell	-48,748	Closed	-$1.76M	–	126
2014 Q4	$1.76M	Buy	+48,748	New	+$1.8M	0.41%	40
2014 Q2	–	Sell	-49,532	Closed	-$1.72M	–	656
2014 Q1	$1.72M	Sell	49,532 -3,596	-7%	-$119K	0.28%	50
2013 Q4	$1.76M	Hold	53,128	–	–	0.24%	54
2013 Q3	$1.62M	Buy	+53,128	New	+$1.62M	0.26%	54

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

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

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

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

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

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

Hirtle Callaghan & Co's EPD Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 8,126 shares — an estimated $220K sold.

Hirtle Callaghan & Co first reported a position in EPD in Q3 2013 and held it in 6 quarters. The position peaked at $1.76M in Q4 2014. 899 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

Hirtle Callaghan & Co reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 8,126 Enterprise Products Partners shares in Q3 2017, an estimated $220K.
Hirtle Callaghan & Co first reported a position in Enterprise Products Partners in Q3 2013 and held it in 6 quarters.
Hirtle Callaghan & Co's Enterprise Products Partners position peaked at $1.76M in Q4 2014.
899 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.