Parasol Investment Management’s Enterprise Products Partners EPD Stock Holding History

Parasol Investment 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 Q1	–	Sell	-1,000	Closed	-$27K	–	107
2016 Q4	$27K	Sell	1,000 -560	-36%	-$14.6K	0.03%	123
2016 Q3	$43K	Hold	1,560	–	–	0.04%	100
2016 Q2	$46K	Hold	1,560	–	–	0.05%	95
2016 Q1	$38K	Hold	1,560	–	–	0.04%	97
2015 Q4	$40K	Hold	1,560	–	–	0.04%	93
2015 Q3	$39K	Sell	1,560 -4,235	-73%	-$117K	0.04%	98
2015 Q2	$173K	Hold	5,795	–	–	0.12%	64
2015 Q1	$191K	Hold	5,795	–	–	0.12%	61
2014 Q4	$209K	Buy	5,795 +3,580	+162%	+$132K	0.14%	60
2014 Q3	$89K	Buy	2,215 +1,215	+122%	+$47.7K	0.06%	75
2014 Q2	$39K	Hold	1,000	–	–	0.03%	124
2014 Q1	$35K	Hold	1,000	–	–	0.02%	110
2013 Q4	$33K	Buy	+1,000	New	+$31.2K	0.02%	113

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 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

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Parasol Investment Management's EPD Position: Q1 2017 in Review

Parasol Investment Management sold out of Enterprise Products Partners (EPD) in Q1 2017, closing a stake of 1,000 shares — an estimated $27K sold.

Parasol Investment Management first reported a position in EPD in Q4 2013 and held it in 13 quarters. The position peaked at $209K in Q4 2014. 905 funds tracked by Wall St. Rank hold EPD as of Q1 2017.

Parasol Investment Management reported no remaining Enterprise Products Partners position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 1,000 Enterprise Products Partners shares in Q1 2017, an estimated $27K.
Parasol Investment Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Enterprise Products Partners position peaked at $209K in Q4 2014.
905 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.