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Investment House LLC’s Enterprise Products Partners EPD Stock Holding History

Investment House LLC’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
Q3 		– Sell
-22,575
Closed -$611K – 191
2017
Q2 		$611K Buy
22,575
+2,850
+14% +$77.2K 0.08% 129
2017
Q1 		$545K Buy
19,725
+3,480
+21% +$97.2K 0.08% 137
2016
Q4 		$439K Hold
16,245
– – 0.07% 140
2016
Q3 		$449K Hold
16,245
– – 0.07% 149
2016
Q2 		$475K Sell
16,245
-23,655
-59% -$635K 0.08% 140
2016
Q1 		$982K Buy
39,900
+28,435
+248% +$662K 0.16% 101
2015
Q4 		$293K Buy
+11,465
New +$298K 0.05% 148

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Investment House LLC's EPD Position: Q3 2017 in Review

Investment House LLC sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 22,575 shares — an estimated $611K sold.

Investment House LLC first reported a position in EPD in Q4 2015 and held it in 7 quarters. The position peaked at $982K in Q1 2016. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • Investment House LLC reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
  • Investment House LLC sold 22,575 Enterprise Products Partners shares in Q3 2017, an estimated $611K.
  • Investment House LLC first reported a position in Enterprise Products Partners in Q4 2015 and held it in 7 quarters.
  • Investment House LLC's Enterprise Products Partners position peaked at $982K in Q1 2016.
  • 897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Investment House LLC's 13F filing for Q3 2017, filed 30 Oct 2017.