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IMS Capital Management’s Enterprise Products Partners EPD Stock Holding History

IMS Capital Management’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
2018
Q3 		– Sell
-800
Closed -$22K – 396
2018
Q2 		$22K Buy
+800
New +$21.9K 0.01% 173

Other funds holding EPD

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

IMS Capital Management's EPD Position: Q3 2018 in Review

IMS Capital Management sold out of Enterprise Products Partners (EPD) in Q3 2018, closing a stake of 800 shares — an estimated $22K sold.

IMS Capital Management first reported a position in EPD in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 990 funds tracked by Wall St. Rank hold EPD as of Q3 2018.

  • IMS Capital Management reported no remaining Enterprise Products Partners position as of Q3 2018 after selling out during the quarter.
  • IMS Capital Management sold 800 Enterprise Products Partners shares in Q3 2018, an estimated $22K.
  • IMS Capital Management first reported a position in Enterprise Products Partners in Q2 2018 and held it in 1 quarter.
  • IMS Capital Management's Enterprise Products Partners position peaked at $22K in Q2 2018.
  • 990 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2018.

Based on IMS Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.