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Penseco Financial Services’s Enterprise Products Partners EPD Stock Holding History

Penseco Financial Services’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
2013
Q3 		$98K Buy
3,200
+200
+7% +$6.12K 0.07% 128
2013
Q2 		$93K Buy
+3,000
New +$90.9K 0.07% 127

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Penseco Financial Services's EPD Position: Q3 2013 in Review

Penseco Financial Services increased its Enterprise Products Partners (EPD) stake by 6.7% in Q3 2013, buying an estimated $6.12K and bringing the position to 3,200 shares worth $98K. The position accounts for 0.07% of the portfolio, ranked #128.

Penseco Financial Services first reported a position in EPD in Q2 2013 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold EPD as of Q3 2013.

  • Penseco Financial Services held 3,200 shares of Enterprise Products Partners worth $98K as of Q3 2013.
  • Penseco Financial Services bought 200 Enterprise Products Partners shares in Q3 2013, an estimated $6.12K.
  • Enterprise Products Partners made up 0.07% of Penseco Financial Services's portfolio in Q3 2013, its #128 holding.
  • Penseco Financial Services first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.