StratiFi’s Enterprise Products Partners EPD Stock Holding History

StratiFi’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
2015 Q4	–	Sell	-24,216	Closed	-$218K	–	27
2015 Q3	$218K	Buy	24,216 +15,478	+177%	+$429K	0.06%	20
2015 Q2	$261K	Buy	+8,738	New	+$286K	0.32%	16
2015 Q1	–	Sell	-8,738	Closed	-$316K	–	13
2014 Q4	$316K	Buy	+8,738	New	+$323K	1.92%	14

Other funds holding EPD

KACA

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

TCA

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

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

StratiFi's EPD Position: Q4 2015 in Review

StratiFi sold out of Enterprise Products Partners (EPD) in Q4 2015, closing a stake of 24,216 shares — an estimated $218K sold.

StratiFi first reported a position in EPD in Q4 2014 and held it in 3 quarters. The position peaked at $316K in Q4 2014. 794 funds tracked by Wall St. Rank hold EPD as of Q4 2015.

StratiFi reported no remaining Enterprise Products Partners position as of Q4 2015 after selling out during the quarter.
StratiFi sold 24,216 Enterprise Products Partners shares in Q4 2015, an estimated $218K.
StratiFi first reported a position in Enterprise Products Partners in Q4 2014 and held it in 3 quarters.
StratiFi's Enterprise Products Partners position peaked at $316K in Q4 2014.
794 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2015.

Based on StratiFi's 13F filing for Q4 2015, filed 16 Feb 2016.