Index Management Solutions’s Enterprise Products Partners EPD Stock Holding History

Index Management Solutions’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 Q3	$15K	Buy	584 +93	+19%	+$2.58K	0.01%	462
2015 Q2	$15K	Buy	+491	New	+$16.1K	0.01%	544
2015 Q1	–	Sell	-74,008	Closed	-$2.67M	–	795
2014 Q4	$2.67M	Buy	74,008 +33,604	+83%	+$1.24M	0.37%	72
2014 Q3	$1.63M	Buy	+40,404	New	+$1.59M	0.19%	106
2014 Q2	–	Sell	-1,584	Closed	-$55K	–	1074
2014 Q1	$55K	Sell	1,584 -43,772	-97%	-$1.45M	0.01%	764
2013 Q4	$1.5M	Buy	45,356 +7,800	+21%	+$243K	0.38%	41
2013 Q3	$1.15M	Buy	+37,556	New	+$1.15M	0.34%	41

Other funds holding EPD

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Index Management Solutions's EPD Position: Q3 2015 in Review

Index Management Solutions increased its Enterprise Products Partners (EPD) stake by 19% in Q3 2015, buying an estimated $2.58K and bringing the position to 584 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #462.

Index Management Solutions first reported a position in EPD in Q3 2013 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2014. 776 funds tracked by Wall St. Rank hold EPD as of Q3 2015.

Index Management Solutions held 584 shares of Enterprise Products Partners worth $15K as of Q3 2015.
Index Management Solutions bought 93 Enterprise Products Partners shares in Q3 2015, an estimated $2.58K.
Enterprise Products Partners made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #462 holding.
Index Management Solutions first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 7 quarters since.
Index Management Solutions's Enterprise Products Partners position peaked at $2.67M in Q4 2014.
776 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.