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Merit Investment Management’s Enterprise Products Partners EPD Stock Holding History

Merit Investment 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
2013
Q4 		$3.08M Sell
92,838
-7,240
-7% -$226K 3.52% 13
2013
Q3 		$3.02M Hold
100,078
– – 3.63% 12
2013
Q2 		$3.11M Buy
+100,078
New +$3.03M 2.81% 13

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Merit Investment Management's EPD Position: Q4 2013 in Review

Merit Investment Management reduced its Enterprise Products Partners (EPD) stake by 7.2% in Q4 2013, selling an estimated $226K and leaving 92,838 shares worth $3.08M. The position accounts for 3.52% of the portfolio, ranked #13.

Merit Investment Management first reported a position in EPD in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.11M in Q2 2013. 712 funds tracked by Wall St. Rank hold EPD as of Q4 2013.

  • Merit Investment Management held 92,838 shares of Enterprise Products Partners worth $3.08M as of Q4 2013.
  • Merit Investment Management sold 7,240 Enterprise Products Partners shares in Q4 2013, an estimated $226K.
  • Enterprise Products Partners made up 3.52% of Merit Investment Management's portfolio in Q4 2013, its #13 holding.
  • Merit Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's Enterprise Products Partners position peaked at $3.11M in Q2 2013.
  • 712 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.