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Wallace Capital Management’s Enterprise Products Partners EPD Stock Holding History

Wallace Capital 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
Q1 		– Sell
-6,562
Closed -$218K – 59
2013
Q4 		$218K Hold
6,562
– – 0.05% 59
2013
Q3 		$200K Hold
6,562
– – 0.05% 63
2013
Q2 		$204K Buy
+6,562
New +$199K 0.06% 62

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wallace Capital Management's EPD Position: Q1 2014 in Review

Wallace Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2014, closing a stake of 6,562 shares — an estimated $218K sold.

Wallace Capital Management first reported a position in EPD in Q2 2013 and held it in 3 quarters. The position peaked at $218K in Q4 2013. 725 funds tracked by Wall St. Rank hold EPD as of Q1 2014.

  • Wallace Capital Management reported no remaining Enterprise Products Partners position as of Q1 2014 after selling out during the quarter.
  • Wallace Capital Management sold 6,562 Enterprise Products Partners shares in Q1 2014, an estimated $218K.
  • Wallace Capital Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 3 quarters.
  • Wallace Capital Management's Enterprise Products Partners position peaked at $218K in Q4 2013.
  • 725 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2014.

Based on Wallace Capital Management's 13F filing for Q1 2014, filed 15 May 2014.