Staton Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Staton Financial Advisors’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 Q2	$3.61M	Sell	133,329 -2,268	-2%	-$61.4K	3.07%	18
2017 Q1	$3.74M	Buy	135,597 +3,506	+3%	+$97.9K	3.22%	14
2016 Q4	$3.57M	Buy	132,091 +1,851	+1%	+$48.2K	3.22%	13
2016 Q3	$3.6M	Sell	130,240 -2,450	-2%	-$67.7K	3.3%	13
2016 Q2	$3.88M	Sell	132,690 -2,070	-2%	-$55.6K	3.55%	11
2016 Q1	$3.32M	Sell	134,760 -865	-0.6%	-$20.1K	3.18%	12
2015 Q4	$3.47M	Buy	135,625 +10,513	+8%	+$273K	3.55%	13
2015 Q3	$3.12M	Sell	125,112 -3,248	-3%	-$90.1K	3.3%	13
2015 Q2	$3.84M	Buy	128,360 +3,255	+3%	+$107K	3.64%	12
2015 Q1	$4.12M	Buy	+125,105	New	+$4.19M	3.77%	13

Other funds holding EPD

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fayez Sarofim & Co

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

Neuberger Berman Group

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