Lebenthal Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lebenthal Wealth 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
2016 Q2	$352K	Buy	+12,042	New	+$323K	1.04%	41

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Lebenthal Wealth Advisors's EPD Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2016: 12,042 shares worth $352K. The stake represents 1.04% of the portfolio and ranks #41 among its holdings.

855 funds tracked by Wall St. Rank hold EPD as of Q2 2016.

Lebenthal Wealth Advisors held 12,042 shares of Enterprise Products Partners worth $352K as of Q2 2016.
Enterprise Products Partners was a new Lebenthal Wealth Advisors position in Q2 2016.
Enterprise Products Partners made up 1.04% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #41 holding.
855 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.