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Lehman Financial Resources’s Enterprise Products Partners EPD Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$2.6M Sell
90,540
-1,800
-2% -$52K 1.22% 20
2018
Q2 		$2.56M Sell
92,340
-200
-0.2% -$5.47K 1.29% 20
2018
Q1 		$2.27M Sell
92,540
-200
-0.2% -$5.33K 1.16% 23
2017
Q4 		$2.46M Sell
92,740
-104,498
-53% -$2.65M 1.28% 22
2017
Q3 		$5.14M Sell
197,238
-1,796
-0.9% -$47.5K 2.61% 11
2017
Q2 		$5.34M Sell
199,034
-96
-0% -$2.6K 3.01% 10
2017
Q1 		$5.5M Sell
199,130
-4,017
-2% -$112K 3.04% 11
2016
Q4 		$5.49M Sell
203,147
-7,816
-4% -$204K 3.13% 12
2016
Q3 		$5.83M Buy
210,963
+5,303
+3% +$147K 3.37% 10
2016
Q2 		$6.02M Sell
205,660
-4,626
-2% -$124K 3.02% 9
2016
Q1 		$5.18M Sell
210,286
-13,751
-6% -$320K 2.76% 8
2015
Q4 		$5.73M Sell
224,037
-3,381
-1% -$87.8K 3.09% 8
2015
Q3 		$5.66M Buy
227,418
+24,968
+12% +$693K 2.88% 6
2015
Q2 		$6.05M Sell
202,450
-1,616
-0.8% -$52.9K 2.93% 7
2015
Q1 		$6.72M Buy
204,066
+2,714
+1% +$90.9K 3.09% 5
2014
Q4 		$7.27M Buy
201,352
+11,662
+6% +$431K 3.57% 2
2014
Q3 		$7.64M Buy
189,690
+45,906
+32% +$1.8M 3.99% 2
2014
Q2 		$5.63M Buy
143,784
+5,800
+4% +$214K 2.68% 6
2014
Q1 		$4.79M Buy
137,984
+3,060
+2% +$101K 2.47% 4
2013
Q4 		$4.47M Hold
134,924
– – 2.76% 4
2013
Q3 		$4.12M Buy
134,924
+6,000
+5% +$183K 2.64% 5
2013
Q2 		$4.01M Buy
+128,924
New +$3.91M 2.71% 5

Other funds holding EPD

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lehman Financial Resources's EPD Position: Q3 2018 in Review

Lehman Financial Resources reduced its Enterprise Products Partners (EPD) stake by 1.9% in Q3 2018, selling an estimated $52K and leaving 90,540 shares worth $2.6M. The position accounts for 1.22% of the portfolio, ranked #20.

Lehman Financial Resources first reported a position in EPD in Q2 2013 and has held it in 22 quarters since. The position peaked at $7.64M in Q3 2014. 990 funds tracked by Wall St. Rank hold EPD as of Q3 2018.

  • Lehman Financial Resources held 90,540 shares of Enterprise Products Partners worth $2.6M as of Q3 2018.
  • Lehman Financial Resources sold 1,800 Enterprise Products Partners shares in Q3 2018, an estimated $52K.
  • Enterprise Products Partners made up 1.22% of Lehman Financial Resources's portfolio in Q3 2018, its #20 holding.
  • Lehman Financial Resources first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Enterprise Products Partners position peaked at $7.64M in Q3 2014.
  • 990 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.