New England Research & Management’s Enterprise Products Partners EPD Stock Holding History

New England Research & 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
2017 Q2	–	Sell	-24,250	Closed	-$670K	–	158
2017 Q1	$670K	Sell	24,250 -2,830	-10%	-$79.1K	0.52%	71
2016 Q4	$732K	Buy	27,080 +2,100	+8%	+$54.7K	0.57%	62
2016 Q3	$690K	Buy	24,980 +12,925	+107%	+$357K	0.58%	60
2016 Q2	$353K	Buy	+12,055	New	+$324K	0.3%	115

Other funds holding EPD

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 21.71% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

New England Research & Management's EPD Position: Q2 2017 in Review

New England Research & Management sold out of Enterprise Products Partners (EPD) in Q2 2017, closing a stake of 24,250 shares — an estimated $670K sold.

New England Research & Management first reported a position in EPD in Q2 2016 and held it in 4 quarters. The position peaked at $732K in Q4 2016. 888 funds tracked by Wall St. Rank hold EPD as of Q2 2017.

New England Research & Management reported no remaining Enterprise Products Partners position as of Q2 2017 after selling out during the quarter.
New England Research & Management sold 24,250 Enterprise Products Partners shares in Q2 2017, an estimated $670K.
New England Research & Management first reported a position in Enterprise Products Partners in Q2 2016 and held it in 4 quarters.
New England Research & Management's Enterprise Products Partners position peaked at $732K in Q4 2016.
888 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2017.

Based on New England Research & Management's 13F filing for Q2 2017, filed 11 Jul 2017.