Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JCM
Janney Capital Management’s
Enterprise Products Partners
EPD
Stock Holding History
Janney Capital Management’s Portfolio
EPD Stock Details
EPD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-11,313
Closed
-$329K
–
204
2019
Q1
$329K
Sell
11,313
-130
-1%
-$3.63K
0.02%
160
2018
Q4
$281K
Sell
11,443
-4,510
-28%
-$121K
0.02%
167
2018
Q3
$458K
Sell
15,953
-308
-2%
-$8.9K
0.02%
152
2018
Q2
$450K
Sell
16,261
-392
-2%
-$10.7K
0.02%
151
2018
Q1
$408K
Sell
16,653
-1,200
-7%
-$32K
0.02%
152
2017
Q4
$473K
Buy
17,853
+90
+0.5%
+$2.28K
0.02%
143
2017
Q3
$463K
Buy
+17,763
New
+$470K
0.02%
145
2015
Q1
–
Sell
-15,133
Closed
-$547K
–
223
2014
Q4
$547K
Hold
15,133
–
–
0.03%
146
2014
Q3
$610K
Buy
15,133
+33
+0.2%
+$1.29K
0.04%
137
2014
Q2
$591K
Hold
15,100
–
–
0.04%
140
2014
Q1
$524K
Hold
15,100
–
–
0.03%
138
2013
Q4
$501K
Buy
15,100
+500
+3%
+$15.6K
0.04%
132
2013
Q3
$446K
Buy
14,600
+500
+4%
+$15.3K
0.04%
171
2013
Q2
$438K
Buy
+14,100
New
+$427K
0.04%
126
Other funds holding EPD
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
HFA
Harvest Fund Advisors
Wayne, Pennsylvania
$4.87B AUM
49.03%
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
21.71%
1-Year Est. Return
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
EIP
Energy Income Partners
Westport, Connecticut
$6.22B AUM
18.97%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close