Baird Financial Group
EEP

Baird Financial Group’s Enbridge Energy Partners EEP Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-11,438
Closed -$183K – 1279
2017
Q2 		$183K Buy
+11,438
New +$198K ﹤0.01% 1180
2016
Q4 		– Sell
-7,887
Closed -$201K – 1286
2016
Q3 		$201K Buy
+7,887
New +$190K ﹤0.01% 1145
2015
Q3 		– Sell
-12,052
Closed -$402K – 1352
2015
Q2 		$402K Buy
+12,052
New +$444K ﹤0.01% 1040

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group's EEP Position: Q3 2017 in Review

Baird Financial Group sold out of Enbridge Energy Partners (EEP) in Q3 2017, closing a stake of 11,438 shares — an estimated $183K sold.

Baird Financial Group first reported a position in EEP in Q2 2015 and held it in 3 quarters. The position peaked at $402K in Q2 2015. 261 funds tracked by Wall St. Rank hold EEP as of Q3 2017.

  • Baird Financial Group reported no remaining Enbridge Energy Partners position as of Q3 2017 after selling out during the quarter.
  • Baird Financial Group sold 11,438 Enbridge Energy Partners shares in Q3 2017, an estimated $183K.
  • Baird Financial Group first reported a position in Enbridge Energy Partners in Q2 2015 and held it in 3 quarters.
  • Baird Financial Group's Enbridge Energy Partners position peaked at $402K in Q2 2015.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2017.

Based on Baird Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.