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Kissinger Financial Services’s Enterprise Products Partners EPD Stock Holding History

Kissinger Financial Services’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
-11,525
Closed -$311K – 78
2016
Q4 		$311K Buy
11,525
+138
+1% +$3.6K 0.33% 58
2016
Q3 		$314K Buy
+11,387
New +$315K 0.34% 61

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fayez Sarofim & Co
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

Kissinger Financial Services's EPD Position: Q1 2017 in Review

Kissinger Financial Services sold out of Enterprise Products Partners (EPD) in Q1 2017, closing a stake of 11,525 shares — an estimated $311K sold.

Kissinger Financial Services first reported a position in EPD in Q3 2016 and held it in 2 quarters. The position peaked at $314K in Q3 2016. 905 funds tracked by Wall St. Rank hold EPD as of Q1 2017.

  • Kissinger Financial Services reported no remaining Enterprise Products Partners position as of Q1 2017 after selling out during the quarter.
  • Kissinger Financial Services sold 11,525 Enterprise Products Partners shares in Q1 2017, an estimated $311K.
  • Kissinger Financial Services first reported a position in Enterprise Products Partners in Q3 2016 and held it in 2 quarters.
  • Kissinger Financial Services's Enterprise Products Partners position peaked at $314K in Q3 2016.
  • 905 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2017.

Based on Kissinger Financial Services's 13F filing for Q1 2017, filed 18 Apr 2017.