Kelman-Lazarov Inc’s Enterprise Products Partners EPD Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-4,134	Closed	-$112K	–	144
2016 Q4	$112K	Hold	4,134	–	–	0.06%	134
2016 Q3	$110K	Hold	4,134	–	–	0.06%	138
2016 Q2	$120K	Buy	4,134 +1,052	+34%	+$28.2K	0.07%	135
2016 Q1	$75K	Buy	+3,082	New	+$71.8K	0.04%	163

Other funds holding EPD

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kelman-Lazarov Inc's EPD Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Enterprise Products Partners (EPD) in Q1 2017, closing a stake of 4,134 shares — an estimated $112K sold.

Kelman-Lazarov Inc first reported a position in EPD in Q1 2016 and held it in 4 quarters. The position peaked at $120K in Q2 2016. 905 funds tracked by Wall St. Rank hold EPD as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Enterprise Products Partners position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 4,134 Enterprise Products Partners shares in Q1 2017, an estimated $112K.
Kelman-Lazarov Inc first reported a position in Enterprise Products Partners in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Enterprise Products Partners position peaked at $120K in Q2 2016.
905 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.