Apriem Advisors’s Enbridge Energy Partners EEP Stock Holding History

Apriem 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
2016 Q2	–	Sell	-126	Closed	-$2K	–	661
2016 Q1	$2K	Hold	126	–	–	﹤0.01%	536
2015 Q4	$3K	Sell	126 -114	-48%	-$2.85K	﹤0.01%	490
2015 Q3	$6K	Hold	240	–	–	﹤0.01%	399
2015 Q2	$8K	Hold	240	–	–	﹤0.01%	443
2015 Q1	$9K	Hold	240	–	–	﹤0.01%	428
2014 Q4	$10K	Sell	240 -800	-77%	-$30K	﹤0.01%	377
2014 Q3	$40K	Hold	1,040	–	–	0.02%	233
2014 Q2	$38K	Hold	1,040	–	–	0.01%	217
2014 Q1	$29K	Hold	1,040	–	–	0.01%	268
2013 Q4	$31K	Buy	1,040 +800	+333%	+$23.9K	0.01%	252
2013 Q3	$7K	Hold	240	–	–	﹤0.01%	384
2013 Q2	$7K	Buy	+240	New	+$7.16K	﹤0.01%	353

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HFA

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

EIP

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

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

TCA

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

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

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

Apriem Advisors's EEP Position: Q2 2016 in Review

Apriem Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2016, closing a stake of 126 shares — an estimated $2K sold.

Apriem Advisors first reported a position in EEP in Q2 2013 and held it in 12 quarters. The position peaked at $40K in Q3 2014. 275 funds tracked by Wall St. Rank hold EEP as of Q2 2016.

Apriem Advisors reported no remaining Enbridge Energy Partners position as of Q2 2016 after selling out during the quarter.
Apriem Advisors sold 126 Enbridge Energy Partners shares in Q2 2016, an estimated $2K.
Apriem Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 12 quarters.
Apriem Advisors's Enbridge Energy Partners position peaked at $40K in Q3 2014.
275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.