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WFG Advisors’s Enterprise Products Partners EPD Stock Holding History

WFG Advisors’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
2017
Q2 		$732K Buy
27,013
+8,074
+43% +$219K 0.17% 146
2017
Q1 		$523K Sell
18,939
-6,165
-25% -$172K 0.14% 163
2016
Q4 		$679K Sell
25,104
-1,062
-4% -$27.7K 0.17% 159
2016
Q3 		$723K Buy
26,166
+3,000
+13% +$82.9K 0.18% 136
2016
Q2 		$678K Sell
23,166
-1,221
-5% -$32.8K 0.18% 137
2016
Q1 		$600K Buy
24,387
+1,959
+9% +$45.6K 0.17% 146
2015
Q4 		$574K Buy
22,428
+22
+0.1% +$572 0.17% 146
2015
Q3 		$558K Sell
22,406
-9,160
-29% -$254K 0.17% 135
2015
Q2 		$944K Buy
31,566
+518
+2% +$17K 0.26% 84
2015
Q1 		$1.02M Sell
31,048
-9,861
-24% -$330K 0.29% 74
2014
Q4 		$1.48M Sell
40,909
-12,380
-23% -$458K 0.3% 70
2014
Q3 		$2.15M Sell
53,289
-6,193
-10% -$243K 0.41% 40
2014
Q2 		$2.33M Sell
59,482
-122,354
-67% -$4.51M 0.43% 40
2014
Q1 		$6.31M Sell
181,836
-35,686
-16% -$1.18M 1.27% 6
2013
Q4 		$7.21M Buy
217,522
+9,864
+5% +$307K 1.03% 9
2013
Q3 		$6.34M Sell
207,658
-2,632
-1% -$80.5K 0.98% 10
2013
Q2 		$6.54M Buy
+210,290
New +$6.37M 1.09% 9

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WFG Advisors's EPD Position: Q2 2017 in Review

WFG Advisors increased its Enterprise Products Partners (EPD) stake by 43% in Q2 2017, buying an estimated $219K and bringing the position to 27,013 shares worth $732K. The position accounts for 0.17% of the portfolio, ranked #146.

WFG Advisors first reported a position in EPD in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.21M in Q4 2013. 889 funds tracked by Wall St. Rank hold EPD as of Q2 2017.

  • WFG Advisors held 27,013 shares of Enterprise Products Partners worth $732K as of Q2 2017.
  • WFG Advisors bought 8,074 Enterprise Products Partners shares in Q2 2017, an estimated $219K.
  • Enterprise Products Partners made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #146 holding.
  • WFG Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Enterprise Products Partners position peaked at $7.21M in Q4 2013.
  • 889 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.