Retirement Design & Management’s Enterprise Products Partners EPD Stock Holding History

Retirement Design & 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
2016 Q3	–	Sell	-20,534	Closed	-$601K	–	18
2016 Q2	$601K	Hold	20,534	–	–	0.38%	47
2016 Q1	$506K	Hold	20,534	–	–	0.36%	47
2015 Q4	$525K	Sell	20,534 -1,466	-7%	-$38.1K	0.29%	50
2015 Q3	$548K	Buy	22,000 +270	+1%	+$7.49K	0.57%	41
2015 Q2	$650K	Buy	21,730 +841	+4%	+$27.5K	0.56%	42
2015 Q1	$689K	Sell	20,889 -1,189	-5%	-$39.8K	0.6%	40
2014 Q4	$797K	Buy	+22,078	New	+$816K	0.6%	43

Other funds holding EPD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Retirement Design & Management's EPD Position: Q3 2016 in Review

Retirement Design & Management sold out of Enterprise Products Partners (EPD) in Q3 2016, closing a stake of 20,534 shares — an estimated $601K sold.

Retirement Design & Management first reported a position in EPD in Q4 2014 and held it in 7 quarters. The position peaked at $797K in Q4 2014. 844 funds tracked by Wall St. Rank hold EPD as of Q3 2016.

Retirement Design & Management reported no remaining Enterprise Products Partners position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 20,534 Enterprise Products Partners shares in Q3 2016, an estimated $601K.
Retirement Design & Management first reported a position in Enterprise Products Partners in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's Enterprise Products Partners position peaked at $797K in Q4 2014.
844 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.