BRWA
EEP

B. Riley Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-5,142
Closed -$205 – 2356
2014
Q4 		$205 Buy
+5,142
New +$193K ﹤0.01% 1367
2014
Q3 		– Sell
-3,888
Closed -$144K – 2196
2014
Q2 		$144K Sell
3,888
-600
-13% -$18.5K 0.03% 580
2014
Q1 		$123K Buy
4,488
+286
+7% +$8K 0.04% 554
2013
Q4 		$126K Sell
4,202
-1,000
-19% -$29.8K 0.04% 486
2013
Q3 		$158K Buy
5,202
+602
+13% +$18.5K 0.05% 413
2013
Q2 		$140K Buy
+4,600
New +$137K 0.05% 453

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

B. Riley Wealth Advisors's EEP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Enbridge Energy Partners (EEP) in Q1 2015, closing a stake of 5,142 shares — an estimated $205 sold.

B. Riley Wealth Advisors first reported a position in EEP in Q2 2013 and held it in 6 quarters. The position peaked at $158K in Q3 2013. 321 funds tracked by Wall St. Rank hold EEP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Enbridge Energy Partners position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,142 Enbridge Energy Partners shares in Q1 2015, an estimated $205.
  • B. Riley Wealth Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Enbridge Energy Partners position peaked at $158K in Q3 2013.
  • 321 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.