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Mariner Wealth Advisors (Madison)’s Enterprise Products Partners EPD Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$61K Hold
2,000
– – 0.02% 83
2013
Q2 		$62K Buy
+2,000
New +$60.6K 0.03% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
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
SF
Sarofim Fayez Houston, Texas $20.5B AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s EPD Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Enterprise Products Partners (EPD) position steady in Q3 2013 at 2,000 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #83.

Mariner Wealth Advisors (Madison) first reported a position in EPD in Q2 2013 and has held it in 2 quarters since. The position peaked at $62K in Q2 2013. 641 funds tracked by Wall St. Rank hold EPD as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 2,000 shares of Enterprise Products Partners worth $61K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Enterprise Products Partners share count unchanged in Q3 2013.
  • Enterprise Products Partners made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #83 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Enterprise Products Partners position peaked at $62K in Q2 2013.
  • 641 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.