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Geneva Advisors, LLC: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on EPD, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 1,352,824 EPD shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 1,352,824 shares
    Change vs previous 13F -273,433 shares

    0.63% of the 13F portfolio, value $36,634,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 1,626,257 shares
    Change vs previous 13F +187,930 shares

    0.8% of the 13F portfolio, value $44,901,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 1,438,327 shares
    Change vs previous 13F -55,098 shares

    0.76% of the 13F portfolio, value $38,892,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 1,493,425 shares
    Change vs previous 13F +24,439 shares

    0.78% of the 13F portfolio, value $41,263,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 1,468,986 shares
    Change vs previous 13F +282,962 shares

    0.85% of the 13F portfolio, value $42,983,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 1,186,024 shares
    Change vs previous 13F +8,423 shares

    0.59% of the 13F portfolio, value $29,200,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 1,177,601 shares
    Change vs previous 13F -205,089 shares

    0.58% of the 13F portfolio, value $30,123,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 1,382,690 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $34,429,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).