MSWM
EPD icon

Mader & Shannon Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Mader & Shannon 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
-52,610
Closed -$2.12M – 24
2014
Q3 		$2.12M Sell
52,610
-810
-2% -$31.8K 4.13% 10
2014
Q2 		$2.09M Buy
+53,420
New +$1.97M 1.61% 23

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

Mader & Shannon Wealth Management's EPD Position: Q4 2014 in Review

Mader & Shannon Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2014, closing a stake of 52,610 shares — an estimated $2.12M sold.

Mader & Shannon Wealth Management first reported a position in EPD in Q2 2014 and held it in 2 quarters. The position peaked at $2.12M in Q3 2014. 822 funds tracked by Wall St. Rank hold EPD as of Q4 2014.

  • Mader & Shannon Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 52,610 Enterprise Products Partners shares in Q4 2014, an estimated $2.12M.
  • Mader & Shannon Wealth Management first reported a position in Enterprise Products Partners in Q2 2014 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Enterprise Products Partners position peaked at $2.12M in Q3 2014.
  • 822 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.