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King Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

King Investment Advisors’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
2015
Q2 		– Sell
-24,230
Closed -$798K – 69
2015
Q1 		$798K Hold
24,230
– – 0.38% 48
2014
Q4 		$874K Hold
24,230
– – 0.39% 43
2014
Q3 		$976K Hold
24,230
– – 0.44% 43
2014
Q2 		$948K Hold
24,230
– – 0.4% 48
2014
Q1 		$840K Sell
24,230
-600
-2% -$19.9K 0.39% 50
2013
Q4 		$823K Buy
24,830
+2,300
+10% +$71.7K 0.38% 54
2013
Q3 		$688K Sell
22,530
-1,518
-6% -$46.4K 0.3% 70
2013
Q2 		$747K Buy
+24,048
New +$729K 0.31% 63

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

King Investment Advisors's EPD Position: Q2 2015 in Review

King Investment Advisors sold out of Enterprise Products Partners (EPD) in Q2 2015, closing a stake of 24,230 shares — an estimated $798K sold.

King Investment Advisors first reported a position in EPD in Q2 2013 and held it in 8 quarters. The position peaked at $976K in Q3 2014. 807 funds tracked by Wall St. Rank hold EPD as of Q2 2015.

  • King Investment Advisors reported no remaining Enterprise Products Partners position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 24,230 Enterprise Products Partners shares in Q2 2015, an estimated $798K.
  • King Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's Enterprise Products Partners position peaked at $976K in Q3 2014.
  • 807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.