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Independent Portfolio Consultants’s Enterprise Products Partners EPD Stock Holding History

Independent Portfolio Consultants’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
Q2 		$198K Buy
7,325
+325
+5% +$8.8K 0.08% 290
2017
Q1 		$193K Buy
7,000
+405
+6% +$11.3K 0.07% 333
2016
Q4 		$178K Sell
6,595
-35
-0.5% -$912 0.06% 340
2016
Q3 		$183K Buy
6,630
+2,430
+58% +$67.1K 0.06% 343
2016
Q2 		$123K Buy
4,200
+75
+2% +$2.01K 0.04% 416
2016
Q1 		$102K Buy
4,125
+1,870
+83% +$43.5K 0.03% 467
2015
Q4 		$58K Sell
2,255
-1,695
-43% -$44K 0.02% 556
2015
Q3 		$98K Buy
3,950
+280
+8% +$7.77K 0.02% 460
2015
Q2 		$110K Buy
3,670
+160
+5% +$5.24K 0.02% 488
2015
Q1 		$116K Buy
3,510
+390
+13% +$13.1K 0.02% 456
2014
Q4 		$113K Buy
3,120
+1,190
+62% +$44K 0.02% 476
2014
Q3 		$78K Sell
1,930
-2,010
-51% -$78.9K 0.02% 576
2014
Q2 		$154K Buy
+3,940
New +$145K 0.04% 480

Other funds holding EPD

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Independent Portfolio Consultants's EPD Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Enterprise Products Partners (EPD) stake by 4.6% in Q2 2017, buying an estimated $8.8K and bringing the position to 7,325 shares worth $198K. The position accounts for 0.08% of the portfolio, ranked #290.

Independent Portfolio Consultants first reported a position in EPD in Q2 2014 and has held it in 13 quarters since. 889 funds tracked by Wall St. Rank hold EPD as of Q2 2017.

  • Independent Portfolio Consultants held 7,325 shares of Enterprise Products Partners worth $198K as of Q2 2017.
  • Independent Portfolio Consultants bought 325 Enterprise Products Partners shares in Q2 2017, an estimated $8.8K.
  • Enterprise Products Partners made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #290 holding.
  • Independent Portfolio Consultants first reported a position in Enterprise Products Partners in Q2 2014 and has held it in 13 quarters since.
  • 889 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.