Insight 2811 Inc’s Enterprise Products Partners EPD Stock Holding History

Insight 2811 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
2016 Q4	–	Sell	-72,900	Closed	-$2.01M	–	75
2016 Q3	$2.01M	Hold	72,900	–	–	1.25%	13
2016 Q2	$2.13M	Hold	72,900	–	–	0.82%	15
2016 Q1	$1.79M	Hold	72,900	–	–	0.71%	23
2015 Q4	$1.86M	Hold	72,900	–	–	0.88%	15
2015 Q3	$1.81M	Buy	72,900 +19,600	+37%	+$544K	1.06%	16
2015 Q2	$1.59M	Buy	53,300 +8,900	+20%	+$291K	0.76%	21
2015 Q1	$1.46M	Hold	44,400	–	–	0.69%	24
2014 Q4	$1.6M	Hold	44,400	–	–	0.78%	18
2014 Q3	$1.79M	Hold	44,400	–	–	0.77%	19
2014 Q2	$1.74M	Hold	44,400	–	–	0.73%	20
2014 Q1	$1.54M	Hold	44,400	–	–	0.65%	24
2013 Q4	$1.47M	Hold	44,400	–	–	0.73%	21
2013 Q3	$1.35M	Sell	44,400 -3,600	-8%	-$110K	0.67%	26
2013 Q2	$1.49M	Buy	+48,000	New	+$1.45M	0.82%	22

Other funds holding EPD

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

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

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Insight 2811 Inc's EPD Position: Q4 2016 in Review

Insight 2811 Inc sold out of Enterprise Products Partners (EPD) in Q4 2016, closing a stake of 72,900 shares — an estimated $2.01M sold.

Insight 2811 Inc first reported a position in EPD in Q2 2013 and held it in 14 quarters. The position peaked at $2.13M in Q2 2016. 887 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

Insight 2811 Inc reported no remaining Enterprise Products Partners position as of Q4 2016 after selling out during the quarter.
Insight 2811 Inc sold 72,900 Enterprise Products Partners shares in Q4 2016, an estimated $2.01M.
Insight 2811 Inc first reported a position in Enterprise Products Partners in Q2 2013 and held it in 14 quarters.
Insight 2811 Inc's Enterprise Products Partners position peaked at $2.13M in Q2 2016.
887 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Insight 2811 Inc's 13F filing for Q4 2016, filed 7 Feb 2017.