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Investment Centers of America’s Enterprise Products Partners EPD Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-36,784
Closed -$955K – 131
2017
Q3 		$955K Sell
36,784
-6,249
-15% -$165K 0.07% 231
2017
Q2 		$1.16M Sell
43,033
-15,495
-26% -$420K 0.09% 199
2017
Q1 		$1.63M Sell
58,528
-45,856
-44% -$1.28M 0.13% 156
2016
Q4 		$2.82M Buy
104,384
+10,271
+11% +$268K 0.24% 100
2016
Q3 		$2.61M Sell
94,113
-6,642
-7% -$184K 0.27% 88
2016
Q2 		$2.95M Sell
100,755
-11,454
-10% -$307K 0.33% 76
2016
Q1 		$2.77M Buy
112,209
+9,617
+9% +$224K 0.31% 82
2015
Q4 		$2.63M Buy
102,592
+21,096
+26% +$548K 0.34% 76
2015
Q3 		$2.02M Buy
81,496
+1,863
+2% +$51.7K 0.31% 87
2015
Q2 		$2.37M Sell
79,633
-5,214
-6% -$171K 0.36% 80
2015
Q1 		$2.8M Buy
84,847
+4,880
+6% +$164K 0.41% 68
2014
Q4 		$2.89M Sell
79,967
-244
-0.3% -$9.02K 0.62% 37
2014
Q3 		$3.22M Buy
80,211
+17,311
+28% +$679K 0.57% 42
2014
Q2 		$2.47M Sell
62,900
-12,308
-16% -$454K 0.56% 48
2014
Q1 		$2.29M Buy
75,208
+31,022
+70% +$1.03M 0.48% 60
2013
Q4 		$1.34M Sell
44,186
-31,022
-41% -$966K 0.64% 40
2013
Q3 		$2.29M Buy
75,208
+15,352
+26% +$469K 0.46% 61
2013
Q2 		$1.85M Buy
+59,856
New +$1.81M 0.51% 59

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Investment Centers of America's EPD Position: Q4 2017 in Review

Investment Centers of America sold out of Enterprise Products Partners (EPD) in Q4 2017, closing a stake of 36,784 shares — an estimated $955K sold.

Investment Centers of America first reported a position in EPD in Q2 2013 and held it in 18 quarters. The position peaked at $3.22M in Q3 2014. 971 funds tracked by Wall St. Rank hold EPD as of Q4 2017.

  • Investment Centers of America reported no remaining Enterprise Products Partners position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 36,784 Enterprise Products Partners shares in Q4 2017, an estimated $955K.
  • Investment Centers of America first reported a position in Enterprise Products Partners in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's Enterprise Products Partners position peaked at $3.22M in Q3 2014.
  • 971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.