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Paradigm Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-814
Closed -$28K – 112
2014
Q1 		$28K Buy
814
+452
+125% +$15K 0.03% 149
2013
Q4 		$12K Buy
+362
New +$11.3K 0.01% 206

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Paradigm Financial Advisors's EPD Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Enterprise Products Partners (EPD) in Q2 2014, closing a stake of 814 shares — an estimated $28K sold.

Paradigm Financial Advisors first reported a position in EPD in Q4 2013 and held it in 2 quarters. The position peaked at $28K in Q1 2014. 752 funds tracked by Wall St. Rank hold EPD as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Enterprise Products Partners position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 814 Enterprise Products Partners shares in Q2 2014, an estimated $28K.
  • Paradigm Financial Advisors first reported a position in Enterprise Products Partners in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Enterprise Products Partners position peaked at $28K in Q1 2014.
  • 752 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.