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LBA Wealth Management’s Enterprise Products Partners EPD Stock Holding History

LBA Wealth Management’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
Q4 		– Sell
-136
Closed -$5K – 326
2014
Q3 		$5K Buy
+136
New +$5.34K ﹤0.01% 331

Other funds holding EPD

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LBA Wealth Management's EPD Position: Q4 2014 in Review

LBA Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2014, closing a stake of 136 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in EPD in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 822 funds tracked by Wall St. Rank hold EPD as of Q4 2014.

  • LBA Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 136 Enterprise Products Partners shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in Enterprise Products Partners in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Enterprise Products Partners position peaked at $5K in Q3 2014.
  • 822 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.