Regal Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Regal Investment 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
2017 Q1	–	Hold	0	–	–	–	252
2016 Q3	–	Hold	0	–	–	–	246
2016 Q2	–	Hold	0	–	–	–	229
2015 Q4	–	Sell	-7,530	Closed	-$187K	–	448
2015 Q3	$187K	Sell	7,530 -102	-1%	-$2.83K	0.05%	243
2015 Q2	$228K	Buy	7,632 +510	+7%	+$16.7K	0.06%	226
2015 Q1	$235K	Buy	7,122 +1,783	+33%	+$59.7K	0.06%	230
2014 Q4	$193K	Buy	5,339 +87	+2%	+$3.22K	0.05%	232
2014 Q3	$212K	Sell	5,252 -582	-10%	-$22.8K	0.06%	215
2014 Q2	$228K	Sell	5,834 -98	-2%	-$3.62K	0.08%	193
2014 Q1	$206K	Sell	5,932 -274	-4%	-$9.08K	0.09%	178
2013 Q4	$206K	Sell	6,206 -758	-11%	-$23.6K	0.12%	150
2013 Q3	$213K	Sell	6,964 -2,490	-26%	-$76.1K	0.12%	161
2013 Q2	$294K	Buy	+9,454	New	+$286K	0.16%	130

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 $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Regal Investment Advisors's EPD Position: Q1 2017 in Review

Regal Investment Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2017 at 0 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #252.

Regal Investment Advisors first reported a position in EPD in Q2 2013 and has held it in 10 quarters since. The position peaked at $294K in Q2 2013. 906 funds tracked by Wall St. Rank hold EPD as of Q1 2017.

Regal Investment Advisors held 0 shares of Enterprise Products Partners worth $200K as of Q1 2017.
Regal Investment Advisors left its Enterprise Products Partners share count unchanged in Q1 2017.
Enterprise Products Partners made up 0.05% of Regal Investment Advisors's portfolio in Q1 2017, its #252 holding.
Regal Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 10 quarters since.
Regal Investment Advisors's Enterprise Products Partners position peaked at $294K in Q2 2013.
906 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2017.

Based on Regal Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.