AWS
EEP

Aris Wealth Services’s Enbridge Energy Partners EEP Stock Holding History

Aris Wealth 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
2015
Q3 		$5K Hold
200
– – 0.01% 280
2015
Q2 		$7K Hold
200
– – 0.01% 404
2015
Q1 		$7K Buy
+200
New +$7.67K 0.01% 399

Other funds holding EEP

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Aris Wealth Services's EEP Position: Q3 2015 in Review

Aris Wealth Services held its Enbridge Energy Partners (EEP) position steady in Q3 2015 at 200 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #280.

Aris Wealth Services first reported a position in EEP in Q1 2015 and has held it in 3 quarters since. The position peaked at $7K in Q2 2015. 293 funds tracked by Wall St. Rank hold EEP as of Q3 2015.

  • Aris Wealth Services held 200 shares of Enbridge Energy Partners worth $5K as of Q3 2015.
  • Aris Wealth Services left its Enbridge Energy Partners share count unchanged in Q3 2015.
  • Enbridge Energy Partners made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #280 holding.
  • Aris Wealth Services first reported a position in Enbridge Energy Partners in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Enbridge Energy Partners position peaked at $7K in Q2 2015.
  • 293 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.