AWMS
EEP

Advocacy Wealth Management Services’s Enbridge Energy Partners EEP Stock Holding History

Advocacy Wealth Management Services’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$49K Sell
1,625
-400
-20% -$12.3K 0.13% 119
2013
Q2 		$62K Buy
+2,025
New +$60.4K 0.25% 80

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Advocacy Wealth Management Services's EEP Position: Q3 2013 in Review

Advocacy Wealth Management Services reduced its Enbridge Energy Partners (EEP) stake by 20% in Q3 2013, selling an estimated $12.3K and leaving 1,625 shares worth $49K. The position accounts for 0.13% of the portfolio, ranked #119.

Advocacy Wealth Management Services first reported a position in EEP in Q2 2013 and has held it in 2 quarters since. The position peaked at $62K in Q2 2013. 274 funds tracked by Wall St. Rank hold EEP as of Q3 2013.

  • Advocacy Wealth Management Services held 1,625 shares of Enbridge Energy Partners worth $49K as of Q3 2013.
  • Advocacy Wealth Management Services sold 400 Enbridge Energy Partners shares in Q3 2013, an estimated $12.3K.
  • Enbridge Energy Partners made up 0.13% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #119 holding.
  • Advocacy Wealth Management Services first reported a position in Enbridge Energy Partners in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Enbridge Energy Partners position peaked at $62K in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.