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Sun Life Financial’s Enterprise Products Partners EPD Stock Holding History

Sun Life Financial’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
2016
Q1 		– Sell
-2,400
Closed -$61K – 159
2015
Q4 		$61K Buy
+2,400
New +$62.4K 0.01% 99

Other funds holding EPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sun Life Financial's EPD Position: Q1 2016 in Review

Sun Life Financial sold out of Enterprise Products Partners (EPD) in Q1 2016, closing a stake of 2,400 shares — an estimated $61K sold.

Sun Life Financial first reported a position in EPD in Q4 2015 and held it in 1 quarter. The position peaked at $61K in Q4 2015. 806 funds tracked by Wall St. Rank hold EPD as of Q1 2016.

  • Sun Life Financial reported no remaining Enterprise Products Partners position as of Q1 2016 after selling out during the quarter.
  • Sun Life Financial sold 2,400 Enterprise Products Partners shares in Q1 2016, an estimated $61K.
  • Sun Life Financial first reported a position in Enterprise Products Partners in Q4 2015 and held it in 1 quarter.
  • Sun Life Financial's Enterprise Products Partners position peaked at $61K in Q4 2015.
  • 806 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2016.

Based on Sun Life Financial's 13F filing for Q1 2016, filed 13 May 2016.