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

Rezny 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
2015
Q4 		– Sell
-120
Closed -$2K – 61
2015
Q3 		$2K Hold
120
– – ﹤0.01% 75
2015
Q2 		$3K Buy
+120
New +$3.93K ﹤0.01% 73

Other funds holding EPD

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rezny Wealth Management's EPD Position: Q4 2015 in Review

Rezny Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2015, closing a stake of 120 shares — an estimated $2K sold.

Rezny Wealth Management first reported a position in EPD in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 793 funds tracked by Wall St. Rank hold EPD as of Q4 2015.

  • Rezny Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 120 Enterprise Products Partners shares in Q4 2015, an estimated $2K.
  • Rezny Wealth Management first reported a position in Enterprise Products Partners in Q2 2015 and held it in 2 quarters.
  • Rezny Wealth Management's Enterprise Products Partners position peaked at $3K in Q2 2015.
  • 793 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2015.

Based on Rezny Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.