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Integrated Wealth Counsel’s Enterprise Products Partners EPD Stock Holding History

Integrated Wealth Counsel’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 		$11K Hold
403
– – 0.02% 155
2016
Q3 		$11K Buy
+403
New +$11.1K 0.02% 146
2013
Q3 		– Sell
-1,102
Closed -$34K – 199
2013
Q2 		$34K Buy
+1,102
New +$33.4K 0.02% 119

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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Integrated Wealth Counsel's EPD Position: Q4 2016 in Review

Integrated Wealth Counsel held its Enterprise Products Partners (EPD) position steady in Q4 2016 at 403 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #155.

Integrated Wealth Counsel first reported a position in EPD in Q2 2013 and has held it in 3 quarters since. The position peaked at $34K in Q2 2013. 886 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

  • Integrated Wealth Counsel held 403 shares of Enterprise Products Partners worth $11K as of Q4 2016.
  • Integrated Wealth Counsel left its Enterprise Products Partners share count unchanged in Q4 2016.
  • Enterprise Products Partners made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #155 holding.
  • Integrated Wealth Counsel first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 3 quarters since.
  • Integrated Wealth Counsel's Enterprise Products Partners position peaked at $34K in Q2 2013.
  • 886 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.