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Peak Capital Management’s Enterprise Products Partners EPD Stock Holding History

Peak Capital 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
Q3 		– Sell
-11,924
Closed -$323K – 70
2017
Q2 		$323K Buy
+11,924
New +$323K 0.18% 92

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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Peak Capital Management's EPD Position: Q3 2017 in Review

Peak Capital Management sold out of Enterprise Products Partners (EPD) in Q3 2017, closing a stake of 11,924 shares — an estimated $323K sold.

Peak Capital Management first reported a position in EPD in Q2 2017 and held it in 1 quarter. The position peaked at $323K in Q2 2017. 897 funds tracked by Wall St. Rank hold EPD as of Q3 2017.

  • Peak Capital Management reported no remaining Enterprise Products Partners position as of Q3 2017 after selling out during the quarter.
  • Peak Capital Management sold 11,924 Enterprise Products Partners shares in Q3 2017, an estimated $323K.
  • Peak Capital Management first reported a position in Enterprise Products Partners in Q2 2017 and held it in 1 quarter.
  • Peak Capital Management's Enterprise Products Partners position peaked at $323K in Q2 2017.
  • 897 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2017.

Based on Peak Capital Management's 13F filing for Q3 2017, filed 16 Oct 2017.