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Kovitz Investment Group’s Enterprise Products Partners EPD Stock Holding History

Kovitz Investment Group’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
2014
Q2 		– Sell
-11,650
Closed -$351K – 112
2014
Q1 		$351K Buy
+11,650
New +$386K 0.02% 94
2013
Q4 		– Sell
-14,000
Closed -$427K – 123
2013
Q3 		$427K Buy
14,000
+4,000
+40% +$122K 0.02% 93
2013
Q2 		$311K Buy
+10,000
New +$303K 0.02% 98

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Kovitz Investment Group's EPD Position: Q2 2014 in Review

Kovitz Investment Group sold out of Enterprise Products Partners (EPD) in Q2 2014, closing a stake of 11,650 shares — an estimated $351K sold.

Kovitz Investment Group first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $427K in Q3 2013. 752 funds tracked by Wall St. Rank hold EPD as of Q2 2014.

  • Kovitz Investment Group reported no remaining Enterprise Products Partners position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 11,650 Enterprise Products Partners shares in Q2 2014, an estimated $351K.
  • Kovitz Investment Group first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Kovitz Investment Group's Enterprise Products Partners position peaked at $427K in Q3 2013.
  • 752 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.