BBNB
EEP

Baker Boyer National Bank’s Enbridge Energy Partners EEP Stock Holding History

Baker Boyer National Bank’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
-8,000
Closed -$204K – 43
2016
Q4 		$204K Hold
8,000
– – 0.89% 39
2016
Q3 		$203K Buy
+8,000
New +$192K 0.84% 41

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Baker Boyer National Bank's EEP Position: Q1 2017 in Review

Baker Boyer National Bank sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 8,000 shares — an estimated $204K sold.

Baker Boyer National Bank first reported a position in EEP in Q3 2016 and held it in 2 quarters. The position peaked at $204K in Q4 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • Baker Boyer National Bank reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • Baker Boyer National Bank sold 8,000 Enbridge Energy Partners shares in Q1 2017, an estimated $204K.
  • Baker Boyer National Bank first reported a position in Enbridge Energy Partners in Q3 2016 and held it in 2 quarters.
  • Baker Boyer National Bank's Enbridge Energy Partners position peaked at $204K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Baker Boyer National Bank's 13F filing for Q1 2017, filed 11 Apr 2017.