Mogy Joel R Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Mogy Joel R Investment Counsel’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
2015 Q4	–	Sell	-9,734	Closed	-$242K	–	129
2015 Q3	$242K	Sell	9,734 -744	-7%	-$20.6K	0.05%	124
2015 Q2	$313K	Hold	10,478	–	–	0.06%	121
2015 Q1	$345K	Hold	10,478	–	–	0.06%	118
2014 Q4	$378K	Hold	10,478	–	–	0.07%	117
2014 Q3	$422K	Hold	10,478	–	–	0.09%	110
2014 Q2	$410K	Hold	10,478	–	–	0.08%	115
2014 Q1	$363K	Hold	10,478	–	–	0.08%	116
2013 Q4	$347K	Hold	10,478	–	–	0.07%	120
2013 Q3	$320K	Hold	10,478	–	–	0.07%	119
2013 Q2	$326K	Buy	+10,478	New	+$317K	0.08%	117

Other funds holding EPD

KACA

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

TCA

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

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

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mogy Joel R Investment Counsel's EPD Position: Q4 2015 in Review

Mogy Joel R Investment Counsel sold out of Enterprise Products Partners (EPD) in Q4 2015, closing a stake of 9,734 shares — an estimated $242K sold.

Mogy Joel R Investment Counsel first reported a position in EPD in Q2 2013 and held it in 10 quarters. The position peaked at $422K in Q3 2014. 794 funds tracked by Wall St. Rank hold EPD as of Q4 2015.

Mogy Joel R Investment Counsel reported no remaining Enterprise Products Partners position as of Q4 2015 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 9,734 Enterprise Products Partners shares in Q4 2015, an estimated $242K.
Mogy Joel R Investment Counsel first reported a position in Enterprise Products Partners in Q2 2013 and held it in 10 quarters.
Mogy Joel R Investment Counsel's Enterprise Products Partners position peaked at $422K in Q3 2014.
794 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2015, filed 2 Feb 2016.