Investors Capital Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Investors Capital Advisory Services’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 Q2	$3.45M	Sell	117,975 -526	-0.4%	-$14.1K	0.66%	20
2016 Q1	$2.92M	Sell	118,501 -9,629	-8%	-$224K	0.58%	28
2015 Q4	$3.28M	Sell	128,130 -388	-0.3%	-$10.1K	0.64%	21
2015 Q3	$3.2M	Sell	128,518 -4,902	-4%	-$136K	0.64%	20
2015 Q2	$3.99M	Buy	133,420 +421	+0.3%	+$13.8K	0.73%	15
2015 Q1	$4.38M	Sell	132,999 -4,358	-3%	-$146K	0.81%	15
2014 Q4	$4.96M	Sell	137,357 -15,257	-10%	-$564K	0.95%	10
2014 Q3	$6.15M	Sell	152,614 -92,836	-38%	-$3.64M	1.21%	4
2014 Q2	$9.61M	Buy	245,450 +85,948	+54%	+$3.17M	1.55%	2
2014 Q1	$5.53M	Buy	159,502 +7,366	+5%	+$244K	1.19%	3
2013 Q4	$5.04M	Sell	152,136 -9,798	-6%	-$305K	1.17%	5
2013 Q3	$4.94M	Sell	161,934 -7,752	-5%	-$237K	1.28%	2
2013 Q2	$5.27M	Buy	+169,686	New	+$5.14M	1.61%	1

Other funds holding EPD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Investors Capital Advisory Services's EPD Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Enterprise Products Partners (EPD) stake by 0.44% in Q2 2016, selling an estimated $14.1K and leaving 117,975 shares worth $3.45M. The position accounts for 0.66% of the portfolio, ranked #20.

Investors Capital Advisory Services first reported a position in EPD in Q2 2013 and has held it in 13 quarters since. The position peaked at $9.61M in Q2 2014. 855 funds tracked by Wall St. Rank hold EPD as of Q2 2016.

Investors Capital Advisory Services held 117,975 shares of Enterprise Products Partners worth $3.45M as of Q2 2016.
Investors Capital Advisory Services sold 526 Enterprise Products Partners shares in Q2 2016, an estimated $14.1K.
Enterprise Products Partners made up 0.66% of Investors Capital Advisory Services's portfolio in Q2 2016, its #20 holding.
Investors Capital Advisory Services first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Enterprise Products Partners position peaked at $9.61M in Q2 2014.
855 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.