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IRON Financial’s Enterprise Products Partners EPD Stock Holding History

IRON Financial’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
2014
Q3 		– Sell
-5,480
Closed -$215K – 71
2014
Q2 		$215K Buy
+5,480
New +$202K 0.19% 67

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KACA
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Goldman Sachs
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AA
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
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O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

IRON Financial's EPD Position: Q3 2014 in Review

IRON Financial sold out of Enterprise Products Partners (EPD) in Q3 2014, closing a stake of 5,480 shares — an estimated $215K sold.

IRON Financial first reported a position in EPD in Q2 2014 and held it in 1 quarter. The position peaked at $215K in Q2 2014. 779 funds tracked by Wall St. Rank hold EPD as of Q3 2014.

  • IRON Financial reported no remaining Enterprise Products Partners position as of Q3 2014 after selling out during the quarter.
  • IRON Financial sold 5,480 Enterprise Products Partners shares in Q3 2014, an estimated $215K.
  • IRON Financial first reported a position in Enterprise Products Partners in Q2 2014 and held it in 1 quarter.
  • IRON Financial's Enterprise Products Partners position peaked at $215K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2014.

Based on IRON Financial's 13F filing for Q3 2014, filed 22 Oct 2014.