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WBH Advisory’s Enterprise Products Partners EPD Stock Holding History

WBH Advisory’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
-22,397
Closed -$572 – 200
2015
Q4 		$572 Sell
22,397
-3,499
-14% -$90.9K 0.2% 99
2015
Q3 		$644K Buy
25,896
+425
+2% +$11.8K 0.27% 89
2015
Q2 		$761K Sell
25,471
-1,842
-7% -$60.3K 0.3% 86
2015
Q1 		$899 Sell
27,313
-266
-1% -$8.91K 0.25% 72
2014
Q4 		$996K Sell
27,579
-715
-3% -$26.4K 0.38% 64
2014
Q3 		$1.14M Buy
28,294
+1,028
+4% +$40.3K 0.4% 54
2014
Q2 		$1.07M Sell
27,266
-596
-2% -$22K 0.4% 64
2014
Q1 		$966K Sell
27,862
-88
-0.3% -$2.92K 0.38% 67
2013
Q4 		$926K Buy
27,950
+1,842
+7% +$57.4K 0.37% 71
2013
Q3 		$797K Sell
26,108
-920
-3% -$28.1K 0.36% 74
2013
Q2 		$839K Buy
+27,028
New +$819K 0.39% 69

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

WBH Advisory's EPD Position: Q1 2016 in Review

WBH Advisory sold out of Enterprise Products Partners (EPD) in Q1 2016, closing a stake of 22,397 shares — an estimated $572 sold.

WBH Advisory first reported a position in EPD in Q2 2013 and held it in 11 quarters. The position peaked at $1.14M in Q3 2014. 806 funds tracked by Wall St. Rank hold EPD as of Q1 2016.

  • WBH Advisory reported no remaining Enterprise Products Partners position as of Q1 2016 after selling out during the quarter.
  • WBH Advisory sold 22,397 Enterprise Products Partners shares in Q1 2016, an estimated $572.
  • WBH Advisory first reported a position in Enterprise Products Partners in Q2 2013 and held it in 11 quarters.
  • WBH Advisory's Enterprise Products Partners position peaked at $1.14M in Q3 2014.
  • 806 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2016.

Based on WBH Advisory's 13F filing for Q1 2016, filed 15 Apr 2016.