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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Staton Financial Advisors's EPD Position: Q2 2017 in Review

Staton Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 1.7% in Q2 2017, selling an estimated $61.4K and leaving 133,329 shares worth $3.61M. The position accounts for 3.07% of the portfolio, ranked #18.

Staton Financial Advisors first reported a position in EPD in Q1 2015 and has held it in 10 quarters since. The position peaked at $4.12M in Q1 2015. 889 funds tracked by Wall St. Rank hold EPD as of Q2 2017.

Staton Financial Advisors held 133,329 shares of Enterprise Products Partners worth $3.61M as of Q2 2017.
Staton Financial Advisors sold 2,268 Enterprise Products Partners shares in Q2 2017, an estimated $61.4K.
Enterprise Products Partners made up 3.07% of Staton Financial Advisors's portfolio in Q2 2017, its #18 holding.
Staton Financial Advisors first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Enterprise Products Partners position peaked at $4.12M in Q1 2015.
889 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.