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Patriot Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Patriot Wealth 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
2014
Q3 		– Sell
-16,420
Closed -$643K – 62
2014
Q2 		$643K Sell
16,420
-266
-2% -$9.81K 0.16% 57
2014
Q1 		$579K Sell
16,686
-320
-2% -$10.6K 0.15% 56
2013
Q4 		$564K Buy
+17,006
New +$530K 0.16% 57

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Patriot Wealth Management's EPD Position: Q3 2014 in Review

Patriot Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2014, closing a stake of 16,420 shares — an estimated $643K sold.

Patriot Wealth Management first reported a position in EPD in Q4 2013 and held it in 3 quarters. The position peaked at $643K in Q2 2014. 779 funds tracked by Wall St. Rank hold EPD as of Q3 2014.

  • Patriot Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2014 after selling out during the quarter.
  • Patriot Wealth Management sold 16,420 Enterprise Products Partners shares in Q3 2014, an estimated $643K.
  • Patriot Wealth Management first reported a position in Enterprise Products Partners in Q4 2013 and held it in 3 quarters.
  • Patriot Wealth Management's Enterprise Products Partners position peaked at $643K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2014.

Based on Patriot Wealth Management's 13F filing for Q3 2014, filed 7 Nov 2014.