Anchor Capital Advisors’s Enbridge Energy Partners EEP Stock Holding History

Anchor Capital Advisors’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
2017 Q1	–	Sell	-8,314	Closed	-$212K	–	301
2016 Q4	$212K	Sell	8,314 -550	-6%	-$13.4K	0.01%	279
2016 Q3	$225K	Hold	8,864	–	–	0.01%	266
2016 Q2	$206K	Buy	+8,864	New	+$188K	0.01%	279
2016 Q1	–	Sell	-9,914	Closed	-$229K	–	295
2015 Q4	$229K	Hold	9,914	–	–	0.01%	272
2015 Q3	$245K	Hold	9,914	–	–	0.01%	258
2015 Q2	$330K	Sell	9,914 -159	-2%	-$5.86K	0.01%	246
2015 Q1	$363K	Sell	10,073 -75	-0.7%	-$2.87K	0.01%	243
2014 Q4	$405K	Hold	10,148	–	–	0.01%	254
2014 Q3	$394K	Sell	10,148 -3,320	-25%	-$120K	0.01%	262
2014 Q2	$497K	Sell	13,468 -200	-1%	-$6.16K	0.01%	254
2014 Q1	$375K	Sell	13,668 -200	-1%	-$5.59K	0.01%	259
2013 Q4	$414K	Sell	13,868 -1,500	-10%	-$44.8K	0.01%	250
2013 Q3	$468K	Sell	15,368 -400	-3%	-$12.3K	0.01%	238
2013 Q2	$481K	Buy	+15,768	New	+$471K	0.01%	233

Other funds holding EEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Capital Advisors's EEP Position: Q1 2017 in Review

Anchor Capital Advisors sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 8,314 shares — an estimated $212K sold.

Anchor Capital Advisors first reported a position in EEP in Q2 2013 and held it in 14 quarters. The position peaked at $497K in Q2 2014. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

Anchor Capital Advisors reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
Anchor Capital Advisors sold 8,314 Enbridge Energy Partners shares in Q1 2017, an estimated $212K.
Anchor Capital Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 14 quarters.
Anchor Capital Advisors's Enbridge Energy Partners position peaked at $497K in Q2 2014.
261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Anchor Capital Advisors's 13F filing for Q1 2017, filed 12 May 2017.