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EPD icon

Independent Investors Inc’s Enterprise Products Partners EPD Stock Holding History

Independent Investors Inc’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
2015
Q1 		– Sell
-6,300
Closed -$227K – 80
2014
Q4 		$227K Sell
6,300
-500
-7% -$18.5K 0.1% 85
2014
Q3 		$274K Hold
6,800
– – 0.12% 85
2014
Q2 		$266K Hold
6,800
– – 0.12% 85
2014
Q1 		$235K Hold
6,800
– – 0.11% 87
2013
Q4 		$225K Hold
6,800
– – 0.11% 83
2013
Q3 		$207K Hold
6,800
– – 0.11% 87
2013
Q2 		$211K Buy
+6,800
New +$206K 0.12% 92

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Independent Investors Inc's EPD Position: Q1 2015 in Review

Independent Investors Inc sold out of Enterprise Products Partners (EPD) in Q1 2015, closing a stake of 6,300 shares — an estimated $227K sold.

Independent Investors Inc first reported a position in EPD in Q2 2013 and held it in 7 quarters. The position peaked at $274K in Q3 2014. 800 funds tracked by Wall St. Rank hold EPD as of Q1 2015.

  • Independent Investors Inc reported no remaining Enterprise Products Partners position as of Q1 2015 after selling out during the quarter.
  • Independent Investors Inc sold 6,300 Enterprise Products Partners shares in Q1 2015, an estimated $227K.
  • Independent Investors Inc first reported a position in Enterprise Products Partners in Q2 2013 and held it in 7 quarters.
  • Independent Investors Inc's Enterprise Products Partners position peaked at $274K in Q3 2014.
  • 800 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2015.

Based on Independent Investors Inc's 13F filing for Q1 2015, filed 11 May 2015.