American Research & Management Company’s Enbridge Energy Partners EEP Stock Holding History

American Research & Management Company’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
2014 Q4	–	Sell	-800	Closed	-$31K	–	382
2014 Q3	$31K	Hold	800	–	–	0.01%	207
2014 Q2	$30K	Hold	800	–	–	0.01%	212
2014 Q1	$22K	Hold	800	–	–	0.01%	241
2013 Q4	$24K	Hold	800	–	–	0.01%	233
2013 Q3	$24K	Hold	800	–	–	0.01%	223
2013 Q2	$24K	Buy	+800	New	+$23.9K	0.01%	216

Other funds holding EEP

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Research & Management Company's EEP Position: Q4 2014 in Review

American Research & Management Company sold out of Enbridge Energy Partners (EEP) in Q4 2014, closing a stake of 800 shares — an estimated $31K sold.

American Research & Management Company first reported a position in EEP in Q2 2013 and held it in 6 quarters. The position peaked at $31K in Q3 2014. 311 funds tracked by Wall St. Rank hold EEP as of Q4 2014.

American Research & Management Company reported no remaining Enbridge Energy Partners position as of Q4 2014 after selling out during the quarter.
American Research & Management Company sold 800 Enbridge Energy Partners shares in Q4 2014, an estimated $31K.
American Research & Management Company first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 6 quarters.
American Research & Management Company's Enbridge Energy Partners position peaked at $31K in Q3 2014.
311 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2014.

Based on American Research & Management Company's 13F filing for Q4 2014, filed 16 Jan 2015.