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Hutner Daniel Ellsworth’s Enterprise Products Partners EPD Stock Holding History

Hutner Daniel Ellsworth’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
2016
Q2 		$2.32M Buy
79,359
+1,230
+2% +$33K 1.98% 18
2016
Q1 		$1.92M Sell
78,129
-165
-0.2% -$3.84K 1.71% 22
2015
Q4 		$2M Buy
+78,294
New +$2.03M 1.87% 20

Other funds holding EPD

Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Hutner Daniel Ellsworth's EPD Position: Q2 2016 in Review

Hutner Daniel Ellsworth increased its Enterprise Products Partners (EPD) stake by 1.6% in Q2 2016, buying an estimated $33K and bringing the position to 79,359 shares worth $2.32M. The position accounts for 1.98% of the portfolio, ranked #18.

Hutner Daniel Ellsworth first reported a position in EPD in Q4 2015 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold EPD as of Q2 2016.

  • Hutner Daniel Ellsworth held 79,359 shares of Enterprise Products Partners worth $2.32M as of Q2 2016.
  • Hutner Daniel Ellsworth bought 1,230 Enterprise Products Partners shares in Q2 2016, an estimated $33K.
  • Enterprise Products Partners made up 1.98% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #18 holding.
  • Hutner Daniel Ellsworth first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.