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Visionary Asset Management’s Enterprise Products Partners EPD Stock Holding History

Visionary Asset 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
Q3 		– Sell
-370
Closed -$14K – 193
2014
Q2 		$14K Buy
+370
New +$13.6K ﹤0.01% 246

Other funds holding EPD

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KACA
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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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Visionary Asset Management's EPD Position: Q3 2014 in Review

Visionary Asset Management sold out of Enterprise Products Partners (EPD) in Q3 2014, closing a stake of 370 shares — an estimated $14K sold.

Visionary Asset Management first reported a position in EPD in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 779 funds tracked by Wall St. Rank hold EPD as of Q3 2014.

  • Visionary Asset Management reported no remaining Enterprise Products Partners position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 370 Enterprise Products Partners shares in Q3 2014, an estimated $14K.
  • Visionary Asset Management first reported a position in Enterprise Products Partners in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's Enterprise Products Partners position peaked at $14K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.