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Trust Company of the Ozarks’s Enterprise Products Partners EPD Stock Holding History

Trust Company of the Ozarks’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
Q2 		– Sell
-6,240
Closed -$205K – 173
2015
Q1 		$205K Hold
6,240
– – 0.05% 168
2014
Q4 		$225K Hold
6,240
– – 0.06% 159
2014
Q3 		$251K Buy
6,240
+200
+3% +$7.85K 0.07% 160
2014
Q2 		$236K Hold
6,040
– – 0.06% 162
2014
Q1 		$209K Hold
6,040
– – 0.06% 165
2013
Q4 		$200K Buy
+6,040
New +$188K 0.06% 157

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Trust Company of the Ozarks's EPD Position: Q2 2015 in Review

Trust Company of the Ozarks sold out of Enterprise Products Partners (EPD) in Q2 2015, closing a stake of 6,240 shares — an estimated $205K sold.

Trust Company of the Ozarks first reported a position in EPD in Q4 2013 and held it in 6 quarters. The position peaked at $251K in Q3 2014. 807 funds tracked by Wall St. Rank hold EPD as of Q2 2015.

  • Trust Company of the Ozarks reported no remaining Enterprise Products Partners position as of Q2 2015 after selling out during the quarter.
  • Trust Company of the Ozarks sold 6,240 Enterprise Products Partners shares in Q2 2015, an estimated $205K.
  • Trust Company of the Ozarks first reported a position in Enterprise Products Partners in Q4 2013 and held it in 6 quarters.
  • Trust Company of the Ozarks's Enterprise Products Partners position peaked at $251K in Q3 2014.
  • 807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2015.

Based on Trust Company of the Ozarks's 13F filing for Q2 2015, filed 12 Aug 2015.