STALEY CAPITAL ADVISERS’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-36,316
| Closed | -$947K | – | 166 |
|
|
2017
Q3 | $947K | Hold |
36,316
| – | – | 0.08% | 82 |
|
|
2017
Q2 | $983K | Hold |
36,316
| – | – | 0.08% | 80 |
|
|
2017
Q1 | $1M | Buy |
+36,316
| New | +$1M | 0.09% | 69 |
|
|
2015
Q4 | – | Sell |
-46,316
| Closed | -$1.15M | – | 128 |
|
|
2015
Q3 | $1.15M | Buy |
46,316
+10,000
| +28% | +$249K | 0.14% | 63 |
|
|
2015
Q2 | $1.09M | Buy |
+36,316
| New | +$1.09M | 0.12% | 64 |
|