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Torch Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Torch Wealth Management’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
2014
Q4 		– Sell
-6,000
Closed -$242K – 94
2014
Q3 		$242K Buy
6,000
+3,000
+100% +$118K 0.18% 87
2014
Q2 		$117K Buy
+3,000
New +$111K 0.08% 119

Other funds holding EPD

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Torch Wealth Management's EPD Position: Q4 2014 in Review

Torch Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2014, closing a stake of 6,000 shares — an estimated $242K sold.

Torch Wealth Management first reported a position in EPD in Q2 2014 and held it in 2 quarters. The position peaked at $242K in Q3 2014. 822 funds tracked by Wall St. Rank hold EPD as of Q4 2014.

  • Torch Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2014 after selling out during the quarter.
  • Torch Wealth Management sold 6,000 Enterprise Products Partners shares in Q4 2014, an estimated $242K.
  • Torch Wealth Management first reported a position in Enterprise Products Partners in Q2 2014 and held it in 2 quarters.
  • Torch Wealth Management's Enterprise Products Partners position peaked at $242K in Q3 2014.
  • 822 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2014.

Based on Torch Wealth Management's 13F filing for Q4 2014, filed 29 Jan 2015.