STALEY CAPITAL ADVISERS’s Enterprise Products Partners EPD Stock Holding History

STALEY CAPITAL ADVISERS’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 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	+$1.01M	0.09%	69
2015 Q4	–	Sell	-46,316	Closed	-$1.15M	–	128
2015 Q3	$1.15M	Buy	46,316 +10,000	+28%	+$277K	0.14%	63
2015 Q2	$1.08M	Buy	+36,316	New	+$1.19M	0.12%	64

Other funds holding EPD

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

STALEY CAPITAL ADVISERS's EPD Position: Q4 2017 in Review

STALEY CAPITAL ADVISERS sold out of Enterprise Products Partners (EPD) in Q4 2017, closing a stake of 36,316 shares — an estimated $947K sold.

STALEY CAPITAL ADVISERS first reported a position in EPD in Q2 2015 and held it in 5 quarters. The position peaked at $1.15M in Q3 2015. 970 funds tracked by Wall St. Rank hold EPD as of Q4 2017.

STALEY CAPITAL ADVISERS reported no remaining Enterprise Products Partners position as of Q4 2017 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 36,316 Enterprise Products Partners shares in Q4 2017, an estimated $947K.
STALEY CAPITAL ADVISERS first reported a position in Enterprise Products Partners in Q2 2015 and held it in 5 quarters.
STALEY CAPITAL ADVISERS's Enterprise Products Partners position peaked at $1.15M in Q3 2015.
970 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2017.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2017, filed 12 Feb 2018.