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Interactive Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Interactive Financial Advisors’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
-300
Closed -$8K – 112
2016
Q3 		$8K Hold
300
– – ﹤0.01% 92
2016
Q2 		$9K Hold
300
– – ﹤0.01% 77
2016
Q1 		$7K Hold
300
– – ﹤0.01% 74
2015
Q4 		$8K Hold
300
– – ﹤0.01% 81
2015
Q3 		$7K Hold
300
– – ﹤0.01% 74
2015
Q2 		$9K Buy
+300
New +$9.82K ﹤0.01% 84

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Interactive Financial Advisors's EPD Position: Q4 2016 in Review

Interactive Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2016, closing a stake of 300 shares — an estimated $8K sold.

Interactive Financial Advisors first reported a position in EPD in Q2 2015 and held it in 6 quarters. The position peaked at $9K in Q2 2016. 887 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

  • Interactive Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2016 after selling out during the quarter.
  • Interactive Financial Advisors sold 300 Enterprise Products Partners shares in Q4 2016, an estimated $8K.
  • Interactive Financial Advisors first reported a position in Enterprise Products Partners in Q2 2015 and held it in 6 quarters.
  • Interactive Financial Advisors's Enterprise Products Partners position peaked at $9K in Q2 2016.
  • 887 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.