AI
EEP

Atria Investments’s Enbridge Energy Partners EEP Stock Holding History

Atria Investments’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
Q4 		– Sell
-41,807
Closed -$1.27M – 478
2013
Q3 		$1.27M Buy
41,807
+26,818
+179% +$823K 0.13% 121
2013
Q2 		$457K Buy
+14,989
New +$447K 0.06% 198

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Atria Investments's EEP Position: Q4 2013 in Review

Atria Investments sold out of Enbridge Energy Partners (EEP) in Q4 2013, closing a stake of 41,807 shares — an estimated $1.27M sold.

Atria Investments first reported a position in EEP in Q2 2013 and held it in 2 quarters. The position peaked at $1.27M in Q3 2013. 293 funds tracked by Wall St. Rank hold EEP as of Q4 2013.

  • Atria Investments reported no remaining Enbridge Energy Partners position as of Q4 2013 after selling out during the quarter.
  • Atria Investments sold 41,807 Enbridge Energy Partners shares in Q4 2013, an estimated $1.27M.
  • Atria Investments first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 2 quarters.
  • Atria Investments's Enbridge Energy Partners position peaked at $1.27M in Q3 2013.
  • 293 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2013.

Based on Atria Investments's 13F filing for Q4 2013, filed 9 Jan 2014.