Jackson Grant Investment Advisers’s Enterprise Products Partners EPD Stock Holding History

Jackson Grant Investment Advisers’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	-508	Closed	-$13K	–	212
2017 Q3	$13K	Buy	508 +8	+2%	+$212	0.01%	191
2017 Q2	$14K	Hold	500	–	–	0.01%	167
2017 Q1	$14K	Hold	500	–	–	0.01%	159
2016 Q4	$14K	Hold	500	–	–	0.01%	160
2016 Q3	$14K	Buy	+500	New	+$13.8K	0.01%	154
2016 Q1	–	Sell	-3,268	Closed	-$84K	–	172
2015 Q4	$84K	Buy	+3,268	New	+$84.9K	0.08%	84

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jackson Grant Investment Advisers's EPD Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of Enterprise Products Partners (EPD) in Q4 2017, closing a stake of 508 shares — an estimated $13K sold.

Jackson Grant Investment Advisers first reported a position in EPD in Q4 2015 and held it in 6 quarters. The position peaked at $84K in Q4 2015. 970 funds tracked by Wall St. Rank hold EPD as of Q4 2017.

Jackson Grant Investment Advisers reported no remaining Enterprise Products Partners position as of Q4 2017 after selling out during the quarter.
Jackson Grant Investment Advisers sold 508 Enterprise Products Partners shares in Q4 2017, an estimated $13K.
Jackson Grant Investment Advisers first reported a position in Enterprise Products Partners in Q4 2015 and held it in 6 quarters.
Jackson Grant Investment Advisers's Enterprise Products Partners position peaked at $84K in Q4 2015.
970 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.