AP
EEP

Atwood & Palmer’s Enbridge Energy Partners EEP Stock Holding History

Atwood & Palmer’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
-500
Closed -$13K – 349
2016
Q4 		$13K Hold
500
– – ﹤0.01% 255
2016
Q3 		$13K Buy
+500
New +$12K ﹤0.01% 251

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer's EEP Position: Q1 2017 in Review

Atwood & Palmer sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 500 shares — an estimated $13K sold.

Atwood & Palmer first reported a position in EEP in Q3 2016 and held it in 2 quarters. The position peaked at $13K in Q4 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • Atwood & Palmer reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • Atwood & Palmer sold 500 Enbridge Energy Partners shares in Q1 2017, an estimated $13K.
  • Atwood & Palmer first reported a position in Enbridge Energy Partners in Q3 2016 and held it in 2 quarters.
  • Atwood & Palmer's Enbridge Energy Partners position peaked at $13K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.