Schroder Investment Management Group
EPD icon

Schroder Investment Management Group’s Enterprise Products Partners EPD Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-6,500
Closed -$166K – 1166
2015
Q4 		$166K Hold
6,500
– – ﹤0.01% 1047
2015
Q3 		$162K Sell
6,500
-10,700
-62% -$297K ﹤0.01% 1038
2015
Q2 		$516K Hold
17,200
– – ﹤0.01% 980
2015
Q1 		$558K Hold
17,200
– – ﹤0.01% 993
2014
Q4 		$621K Buy
+17,200
New +$636K ﹤0.01% 1054

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Schroder Investment Management Group's EPD Position: Q1 2016 in Review

Schroder Investment Management Group sold out of Enterprise Products Partners (EPD) in Q1 2016, closing a stake of 6,500 shares — an estimated $166K sold.

Schroder Investment Management Group first reported a position in EPD in Q4 2014 and held it in 5 quarters. The position peaked at $621K in Q4 2014. 807 funds tracked by Wall St. Rank hold EPD as of Q1 2016.

  • Schroder Investment Management Group reported no remaining Enterprise Products Partners position as of Q1 2016 after selling out during the quarter.
  • Schroder Investment Management Group sold 6,500 Enterprise Products Partners shares in Q1 2016, an estimated $166K.
  • Schroder Investment Management Group first reported a position in Enterprise Products Partners in Q4 2014 and held it in 5 quarters.
  • Schroder Investment Management Group's Enterprise Products Partners position peaked at $621K in Q4 2014.
  • 807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2016.

Based on Schroder Investment Management Group's 13F filing for Q1 2016, filed 10 May 2016.