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MPS Loria Financial Planners’s Enterprise Products Partners EPD Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,248
Closed -$31K – 159
2017
Q2 		$31K Buy
+1,248
New +$33.8K 0.02% 194

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Bank of America
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KACA
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Neuberger Berman Group
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
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MPS Loria Financial Planners's EPD Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 1,248 shares — an estimated $31K sold.

MPS Loria Financial Planners first reported a position in EPD in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,248 Enterprise Products Partners shares in Q3 2017, an estimated $31K.
  • MPS Loria Financial Planners first reported a position in Enterprise Products Partners in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Enterprise Products Partners position peaked at $31K in Q2 2017.
  • 897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.