KA
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Klingman & Associates’s Enterprise Products Partners EPD Stock Holding History

Klingman & Associates’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
2026
Q1 		$229K Buy
+6,058
New +$214K 0.01% 308
2016
Q3 		– Sell
-650
Closed -$19K – 374
2016
Q2 		$19K Hold
650
– – 0.01% 263
2016
Q1 		$16K Sell
650
-9,850
-94% -$229K 0.01% 272
2015
Q4 		$269K Hold
10,500
– – 0.1% 89
2015
Q3 		$261K Buy
10,500
+9,250
+740% +$257K 0.1% 89
2015
Q2 		$37K Hold
1,250
– – 0.01% 201
2015
Q1 		$41K Hold
1,250
– – 0.02% 181
2014
Q4 		$45K Buy
+1,250
New +$46.2K 0.02% 181

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