Newman Dignan & Sheerar Inc’s Enterprise Products Partners EPD Stock Holding History

Newman Dignan & Sheerar Inc’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
2016 Q4	–	Sell	-7,395	Closed	-$204K	–	145
2016 Q3	$204K	Buy	+7,395	New	+$204K	0.13%	144
2015 Q2	–	Sell	-6,125	Closed	-$202K	–	145
2015 Q1	$202K	Buy	6,125 +75	+1%	+$2.51K	0.14%	142
2014 Q4	$219	Sell	6,050 -960	-14%	-$35.5K	0.13%	137
2014 Q3	$283K	Buy	7,010 +60	+0.9%	+$2.35K	0.21%	112
2014 Q2	$272	Hold	6,950	–	–	0.15%	121
2014 Q1	$241K	Buy	+6,950	New	+$230K	0.17%	126

Other funds holding EPD

HFA

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

TCA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Newman Dignan & Sheerar Inc's EPD Position: Q4 2016 in Review

Newman Dignan & Sheerar Inc sold out of Enterprise Products Partners (EPD) in Q4 2016, closing a stake of 7,395 shares — an estimated $204K sold.

Newman Dignan & Sheerar Inc first reported a position in EPD in Q1 2014 and held it in 6 quarters. The position peaked at $283K in Q3 2014. 887 funds tracked by Wall St. Rank hold EPD as of Q4 2016.

Newman Dignan & Sheerar Inc reported no remaining Enterprise Products Partners position as of Q4 2016 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 7,395 Enterprise Products Partners shares in Q4 2016, an estimated $204K.
Newman Dignan & Sheerar Inc first reported a position in Enterprise Products Partners in Q1 2014 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's Enterprise Products Partners position peaked at $283K in Q3 2014.
887 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2016.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2016, filed 30 Jan 2017.